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Team Leader jobs at Umpqua Bank

- 759 jobs
  • Mission Critical OFCI/Commissioning Lead

    Blackrock Resources LLC 4.4company rating

    San Antonio, TX jobs

    You must be able to work in the U.S. without sponsorship. No C2C or 3rd parties, please. Now Hiring: Mission Critical OFCI/Commissioning Lead Schedule: 5/10's + 8 hours on Saturdays Start Date: As soon as a qualified candidate is identified Project Type: Mission Critical Data Center If you excel at coordinating complex equipment deliveries, managing vendor relationships, and ensuring commissioning activities stay on schedule, this role offers the chance to support high-visibility data center projects. What You'll Do: You'll serve as the central point of coordination for OFCI equipment from delivery through installation and commissioning. Your work helps keep testing phases (L2-L5) on track and ensures all vendors, subcontractors, and site teams are aligned. Key responsibilities include: OFCI & Commissioning Coordination Manage the OFCI log, including equipment deliveries and push/pull ticket requests. Request deliveries from offsite storage and integrators; resolve delivery conflicts and delays. Use the Star Tool to request vendor resources for L2-L5 testing. Vendor & Subcontractor Collaboration Build and maintain a Smartsheet contact list for OFCI vendors and subcontractors. Coordinate equipment deliveries with site superintendents to align with project schedules. Drive communication between subcontractors and OFCI vendors to resolve installation concerns. Inspection & Documentation Management Oversee QC/Cx inspection documentation and ensure completion one week before H2C. Manage Procore documentation, including equipment testing reviews and inspection tracking. Validate that received OFCI equipment matches approved engineering submittals. Project Tracking & Reporting Maintain a delay log for delivery impacts, vendor responsiveness, and schedule issues; escalate as needed. Track repairs and damages (including part reallocations and trade-related equipment damage). Manage the generator fuel log and coordinate readiness notifications. Track MCM dates in Smartsheet. Meetings & Cross-Team Coordination You'll lead or participate in several recurring project meetings, including: Weekly OFCI Vendor Call: Delivery tracking, trades alignment, replacement coordination, schedule impacts, push/pull tickets. Weekly meetings with site superintendents and electrical contractors: Installation alignment, concern resolution, and schedule coordination. Weekly L2/L3 meetings: Drive observation resolutions, ensure documentation compliance, and update schedule needs. Daily L4/L5 commissioning meetings: Support resolutions and ensure vendor/subcontractor resources are available. Additional: Daily coordination, weekly client meetings, weekly OAC, and weekly MCM meetings. If you're highly organized, thrive in fast-paced construction environments, and enjoy being at the center of project coordination on mission critical builds, this role offers a strong opportunity to contribute to impactful data center projects.
    $81k-114k yearly est. 3d ago
  • Commercial Relationship and Servicing Supervisor

    Countryplace Mortgage 3.6company rating

    Plano, TX jobs

    CountryPlace Mortgage is seeking a Commercial Relationship & Servicing Supervisor in commercial lending operations. Based in our Plano, TX headquarters, this role is instrumental in driving strategic account management, leading process development and operational improvement, and developing team capabilities. The Commercial Relationship & Servicing Supervisor serves as a subject matter expert and requires a high degree of independence, strategic thinking, and cross-functional collaboration, with regular engagement across credit underwriting, Regional Sales Managers, Retailers, and manufacturing partners. This position combines high-level commercial account servicing responsibilities with strategic business relationship and sales functions. You will play a key role in managing complex dealer accounts, designing scalable processes, and cultivating new relationships to expand our lending footprint. The ideal candidate is a seasoned professional who thrives in a fast-paced environment, brings a consultative approach to client engagement, and demonstrates strong strategic thinking and leadership capabilitie s. ESSENTIAL DUTIES & RESPONSIBILIT IES Strategically engage with factories and dealers to manage high-value commitm ents Design, implement, and manage departmental processes to improve efficiency, accuracy, and scalabi lity Identify operational gaps and lead resolution efforts through process redesign and documenta tion Develop and maintain SOPs, training guides, and workflow documenta tion Monitor KPIs and operational metrics, presenting insights and recommendations to leader ship Lead cross-functional initiatives to align commercial lending operations with broader business g oals Champion system enhancements and automation opportunities, including Solifi optimiza tion Support internal audits and compliance reviews, ensuring adherence to regulatory and company stand ards Serve as a liaison between account management and underwriting to ensure process align ment Oversee and approve complex invoice and MCO transactions with minimal overs ight Analyze credit line utilization trends and advise on optimization strate gies Lead reconciliation of monthly billing statements and ensure financial accu racy Facilitate payment processing and troubleshoot except ions Coordinate third-party inventory inspections and lead resolution of audit discrepan cies Perform payoff workflows, ensuring compliance and timely document deli very Lead onboarding for new dealers, delivering expert-level training and sup port Review and authorize pending orders, applying advanced credit and curtailment anal ysis Ensure accurate and timely data entry into Solifi for approved or ders Provide strategic payoff guidance to dealers and third-party len ders Perform document distribution upon loan pa yoff Implement delinquency management strategies and lead recovery eff orts Partner with underwriting to assess and recommend credit line adjustm ents Manage Help Scout communications and ensure timely resolution of escalated is sues Foster long-term dealer and supplier relationships, acting as a strategic consul tant Audit inspection reports and lead resolution of complex unit discrepan cies Lead financial documentation collection for annual reviews, ensuring compliance and complete ness Draft and execute formal collection communications, supporting legal and credit recovery eff orts Design, implement, and advance strategic process improvements and departmental initiatives, ensuring alignment with organizational goals and operational excell ence Mentor peers and junior Account Managers on best practices and process adher ence Communicate and present operational insights, performance trends, and strategic initiatives to the Director of Floorplan and Commercial Finance and other departmental leaders, contributing to broader business planning and decision-ma king Collaborate with the CPM Retail Sales team to process and route for approval dealer eligibility for retail financing prog rams Drive floorplan sales for new and existing territories, managing the full sales pipeline from prospecting to c lose Develop new and expand personal property and mortgage retailer relationships and loan vo lume Scout and onboard new retailers in emerging territories, contributing to market develop ment Represent CountryPlace Mortgage at trade shows, coordinating booth setup and marketing mater ials Assist in developing internal training programs to support cross-functional collabora tion Create compelling and compliant marketing flyers and trade show banners to support sales eff orts Strengthen relationships with Regional Sales Managers (RSMs) and manufacturers to drive strategic align ment POSITION REQUIREMENTS, CAPABILITIES & SKILLSStrategic, self-directed, and highly accou ntable Excellent interpersonal skills and ability to build rapport across diverse teams and c lients Proven ability to design and manage complex operational pro cesses Exceptional interpersonal and leadership skills Mastery of written, verbal, and presentation communi cation Bilingual proficiency pre ferred Expert-level proficiency in Solifi pre ferred Proven ability to manage high-risk accounts and complex colle ctions Consultative approach to client service, balancing business goals with relationship mana gement Comfortable presenting to senior leadership, with the ability to translate operational data into actionable in sights MINIMUM QUALIF ICATIONS Bachelor's degree required, in Finance, Accounting, or Business3+ years B2B sales experience in manufactured housing, RV, or marine; floorplan and retai l lending5+ years of Commercial manufactured housing floorplan experience in loan servicing, collections, and lending o perations7+ years of experience in commercial loan servicing, collections, lending operations, banking or project m anagement Advanced spelling and gramm ar skills Working knowledge on applicable computer software systems to include Microsoft Office and internal softwar e WE OFFERCompeti tive SalaryMedical/Dental/Visio n InsurancePa id Holiday s401K MatchG enerous PTOFS A/HSA PlansLife /Disability/Accidental Insurance and much more!
    $50k-75k yearly est. 5d ago
  • Sr. Lead, Azure Security - Identity & Authentication

    Northern Trust 4.6company rating

    Chicago, IL jobs

    Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. Job Description We are seeking a highly skilled Tech lead with deeper expertise in various security products, authentication, authorization, access management, governance. As a key member of Workforce Authentication and Authorization team you lead a team to play a vital role in ensuring the secure implementation of various solutions (Hybrid and Cloud). Requirements/Responsibilities- Lead Identity centric Workforce Security solutions team to develop authentication and access management solutions Drive the development of identity solutions, access patterns, modern security protocols, practicing Zero trust, least privileged, defense in depth principles Review and provide feedback on Identity and access management related security solutions proposed by stakeholders and can provide consultation to the partners and IT Management In-depth knowledge and experience on Entra ID, EPM, Sentinel, Azure, AWS Security Knowledge on Okta, PingFederate, Entitlement management solutions Strong knowledge on Identities management on Azure AD with OAuth, OIDC, SAML, SSO, MFA, Conditional access policies, MFA, Kerberos, LDAP, Identity Federations etc. Experience in providing security solutions for Java based Micro services, React based frontends and Android/iOS based mobile applications on the Azure Hands-of experience in JWT, session handling, Code signing, Certificate authentication, TLS/SSL, API Security, Application registration, application integration scenarios etc. Awareness of API Management, Firewalls, DLP, VPNs, DNS, Azure Defender, MCAS, Sentinel, WAFs, Application Gateways, NSGs, App Proxy, Radius clusters, CDN etc. Good understanding of Cloud Infrastructure Entitlement Management solution (CIEM) to ensure smooth remediation of toxic combinations, high risk entitlements etc. Understanding and application of threat modeling concepts and methodologies Understanding of Applications security, OWASP standards, security best practices, browser compatibilities/storages/cookies Acts as Workforce cybersecurity expert to in solutions spanning end user computing, proxy solutions, MFA, SSO, conditional accesses, Passwordless, Yubikey, bio-metric solutions, identity and governance scenarios, Secrets Management, automation, role based access control, Privileged identity management, Just in time accesses etc. Participates in solutions to support- token handling, OIDC/ OAuth flows, authorization patterns, identity federation, cloud architectures, cryptograpgy, cloud native services, cloud security etc. Deeper understanding on Cloud Security areas such as Policies, RBAC, activities, identities, privileged access management etc Ability to support operations in troubleshooting complex identity scenarios with hands-on experience on Sentinel/KQL/Audit logs etc. Good understanding of concepts related to docker Security, container orchestrations/Kubernetes Qualifications Bachelor's degree in computer science or a related discipline and experience in information security, or an equivalent combination of education and work experience. Deep knowledge of application or infrastructure systems architecture, usually having experience with multiple system technologies. Excellent consultative and communication skills, and the ability to work effectively with client, partner, and IT management and staff. Ten years of experience in the Information Security role. Five years of experience as a Tech lead CISSP, CSSP, or Cloud security certification preferred Strong collaboration skills and a analytical ability Certifications on Azure, AWS security will be preferred
    $76k-102k yearly est. 5d ago
  • Strategic Partnership Lead

    IAA 4.1company rating

    Westchester, IL jobs

    The Strategic Partnership Lead will be responsible for assisting the VP of IAA Global Product in managing business relationships with strategic partners and vendors that align with IAA Marketplace's strategic priorities and unlock value for our customers. This individual will work with key stakeholders across the business to identify partnership opportunities and create strategic plans that forge strong relationships and integration capabilities that unlock value. The Strategic Partnership Lead is responsible for on-boarding these opportunities and maintaining these institutional relationships. Responsibilities: Build a robust strategic partner portfolio that delivers value and aligns with IAA's strategic vision Establish a framework for identifying and leveraging strategic business partnership opportunities to formulate targeted product development, market penetration and market expansion strategies Establish partner performance criteria and ensure performance is maximized Collaborate with other functional areas of the business to ensure successful partner onboarding, working closely with Procurement, Legal, Product Management and Engineering Manage and strengthen relationships with current strategic partners by identifying new opportunities Communicate status of partner integrations and partnership funnel regularly with key executives Stay up to date with market trends in both the insurance and whole car vehicle remarketing industries Understand customer need(s) and vendor capabilities across the vehicle remarketing landscape. Translate both into detailed opportunities and collaborate with the Product Management team to construct requirements Maximize the growth and profitability of RB Global by identifying new partnership opportunities that align with IAA Marketplace goals and strategic priorities Coordinate internal meetings to ensure integration and new Product opportunities are on task Salary Range: $121,540 - $170,000 RB Global full-time employees are offered medical, dental, vision, and basic life insurances. Employees are able to enroll in our company's 401k plan and RB Global will match 100% for the first 4% contributed. Employees will also receive 15 days of PTO each year.
    $38k-50k yearly est. 3d ago
  • Tech Support Team Lead

    Capital Insurance Group 4.4company rating

    Monterey, CA jobs

    Why CIG? At Capital Insurance Group we offer our employees more than just a job. We foster career growth, provide opportunities to give back to our communities, and help you take the next step in your career! CIG was founded in 1898 by a group of earnest farmers in need of protection and today, we are the leading West Coast Property & Casualty insurer. CIG is certified as a Great Place to Work and provides a collaborative, inclusive, and fun work culture for all employees. Why choose CIGs Information Technology Team? Part of the Information Services department at CIG, the Information Technology (IT) organization delivers all internal and external technology solutions at CIG. This is your opportunity to join a fast-paced team dedicated to delivering high-quality technology experience to employees, agents, and policyholders. Benefits * Accrue twenty-one days of Paid Time Off during your first year * Up to eighty-seven percent of benefits covered by CIG for you and your family members * Medical, dental, vision plans * One hundred percent covered plans * Basic Life & AD&D * Employee Assistance * Leave Management * Long Term Disability * Short Term Disability (Outside of CA) * Family Caregiver Support (Homethrive) * Child Care Resources (Tootris) * Business Travel Accident Protection * Voluntary benefit offerings * Short-term (CA only) * Voluntary Life AD&D self, spouse and child plans * Flexible Spending * Health Savings (HSA) * Hospital Indemnity * Accidental Injury * Critical Illness * ARAG Legal Services * Norton LifeLock * Nine paid holidays, plus two floating holidays * Above and Beyond Reward Recognition Program * Kudos & Shout Out Points Program * Quarterly Above and Beyond Bonus Program * Annual Above and Beyond Bonus Program * Competitive compensation * Base compensation * Salary Management Spot Bonuses * Annual Incentive/Profit sharing program, potential payout annually based on company results. * Discount partnerships * Gym memberships, credit union, travel, shopping, restaurants, theme parks, and more * Insurance Educational reimbursement and bonus programs * Employee Referral Bonus Program * Home and Auto Insurance Discount Program. * Paid Volunteer Time Through company planned community events and choose your own adventure PVT in giving back in ways that are meaningful to you! * Retirement savings benefit (401k and Roth + match) * Health & Financial Wellness * Wellness platform, tools and events * Health Savings Account match * Financial Wellness Resources Work Environment This is a hybrid-eligible position, where Monday through Wednesday would be working in one of our offices, with Thursday and Friday eligible for work-from-home days. Office locations include: Monterey (CA), Roseville (CA), Bakersfield (CA) and Spokane (WA). Job Overview The Technical Support Team Lead is a leadership role responsible for ensuring the smooth functioning of the Tier 1 Tech Support Analyst team. The Team Lead will be responsible for managing, resolving, or escalating support incidents while ensuring timely incident resolution and service restoration. The successful candidate must have strong leadership skills, customer service skills, troubleshooting skills, and the ability to manage the team effectively. Minimum Requirements * Bachelors degree in IT or related field, or equivalent experience * 3+ years of technical support service desk experience * CompTIA A+ Certification * ITIL Foundation certification * Microsoft Fundamentals * A valid driver's license may be required Career Path Potential * Supervisor Salary Range: $50,479 $83,291 The salary range listed here has been provided to comply with local regulations and represents a potential base salary range for this role. Please note that actual salaries may vary within the range above or below, depending on experience and location. We look at compensation for each individual and base our offer on your unique qualifications, experience, and expected contributions. This position may also be eligible for other types of compensation in addition to base salary, such as benefits and bonus programs.
    $50.5k-83.3k yearly 40d ago
  • Tech Support Team Lead

    Capital Insurance Group 4.4company rating

    Monterey, CA jobs

    Why CIG? At Capital Insurance Group we offer our employees more than just a job. We foster career growth, provide opportunities to give back to our communities, and help you take the next step in your career! CIG was founded in 1898 by a group of earnest farmers in need of protection and today, we are the leading West Coast Property & Casualty insurer. CIG is certified as a Great Place to Work and provides a collaborative, inclusive, and fun work culture for all employees. Why choose CIGs Information Technology Team? Part of the Information Services department at CIG, the Information Technology (IT) organization delivers all internal and external technology solutions at CIG. This is your opportunity to join a fast-paced team dedicated to delivering high-quality technology experience to employees, agents, and policyholders. Benefits * Accrue twenty-one days of Paid Time Off during your first year * Up to eighty-seven percent of benefits covered by CIG for you and your family members * Medical, dental, vision plans * One hundred percent covered plans * Basic Life & AD&D * Employee Assistance * Leave Management * Long Term Disability * Short Term Disability (Outside of CA) * Family Caregiver Support (Homethrive) * Child Care Resources (Tootris) * Business Travel Accident Protection * Voluntary benefit offerings * Short-term (CA only) * Voluntary Life AD&D self, spouse and child plans * Flexible Spending * Health Savings (HSA) * Hospital Indemnity * Accidental Injury * Critical Illness * ARAG Legal Services * Norton LifeLock * Nine paid holidays, plus two floating holidays * Above and Beyond Reward Recognition Program * Kudos & Shout Out Points Program * Quarterly Above and Beyond Bonus Program * Annual Above and Beyond Bonus Program * Competitive compensation * Base compensation * Salary Management Spot Bonuses * Annual Incentive/Profit sharing program, potential payout annually based on company results. * Discount partnerships * Gym memberships, credit union, travel, shopping, restaurants, theme parks, and more * Insurance Educational reimbursement and bonus programs * Employee Referral Bonus Program * Home and Auto Insurance Discount Program. * Paid Volunteer Time Through company planned community events and choose your own adventure PVT in giving back in ways that are meaningful to you! * Retirement savings benefit (401k and Roth + match) * Health & Financial Wellness * Wellness platform, tools and events * Health Savings Account match * Financial Wellness Resources Work Environment This is a hybrid-eligible position, where Monday through Wednesday would be working in one of our offices, with Thursday and Friday eligible for work-from-home days. Office locations include: Monterey (CA), Roseville (CA), Bakersfield (CA) and Spokane (WA). Job Overview The Tech Support Team Lead is a leadership role responsible for ensuring the smooth functioning of the Tier 1 Tech Support Analyst team. The Team Lead will be responsible for managing, resolving, or escalating support incidents while ensuring timely incident resolution and service restoration. The successful candidate must have strong leadership skills, customer service skills, troubleshooting skills, and the ability to manage the team effectively. Minimum Requirements * 3-4 years of technical support service desk experience * College-level degree or comparable technical certifications. (updated) * CompTIA A+ Certification (updated) * ITIL Foundation certification * Microsoft Fundamentals Career Path Potential * Supervisor Salary Range: $50,479 $83,291 The salary range listed here has been provided to comply with local regulations and represents a potential base salary range for this role. Please note that actual salaries may vary within the range above or below, depending on experience and location. We look at compensation for each individual and base our offer on your unique qualifications, experience, and expected contributions. This position may also be eligible for other types of compensation in addition to base salary, such as benefits and bonus programs.
    $50.5k-83.3k yearly 46d ago
  • Tech Support Team Lead

    Capital Insurance Group 4.4company rating

    Spokane, WA jobs

    Why CIG? At Capital Insurance Group we offer our employees more than just a job. We foster career growth, provide opportunities to give back to our communities, and help you take the next step in your career! CIG was founded in 1898 by a group of earnest farmers in need of protection and today, we are the leading West Coast Property & Casualty insurer. CIG is certified as a Great Place to Work and provides a collaborative, inclusive, and fun work culture for all employees. Why choose CIGs Information Technology Team? Part of the Information Services department at CIG, the Information Technology (IT) organization delivers all internal and external technology solutions at CIG. This is your opportunity to join a fast-paced team dedicated to delivering high-quality technology experience to employees, agents, and policyholders. Benefits * Accrue twenty-one days of Paid Time Off during your first year * Up to eighty-seven percent of benefits covered by CIG for you and your family members * Medical, dental, vision plans * One hundred percent covered plans * Basic Life & AD&D * Employee Assistance * Leave Management * Long Term Disability * Short Term Disability (Outside of CA) * Family Caregiver Support (Homethrive) * Child Care Resources (Tootris) * Business Travel Accident Protection * Voluntary benefit offerings * Short-term (CA only) * Voluntary Life AD&D self, spouse and child plans * Flexible Spending * Health Savings (HSA) * Hospital Indemnity * Accidental Injury * Critical Illness * ARAG Legal Services * Norton LifeLock * Nine paid holidays, plus two floating holidays * Above and Beyond Reward Recognition Program * Kudos & Shout Out Points Program * Quarterly Above and Beyond Bonus Program * Annual Above and Beyond Bonus Program * Competitive compensation * Base compensation * Salary Management Spot Bonuses * Annual Incentive/Profit sharing program, potential payout annually based on company results. * Discount partnerships * Gym memberships, credit union, travel, shopping, restaurants, theme parks, and more * Insurance Educational reimbursement and bonus programs * Employee Referral Bonus Program * Home and Auto Insurance Discount Program. * Paid Volunteer Time Through company planned community events and choose your own adventure PVT in giving back in ways that are meaningful to you! * Retirement savings benefit (401k and Roth + match) * Health & Financial Wellness * Wellness platform, tools and events * Health Savings Account match * Financial Wellness Resources Work Environment This is a hybrid-eligible position, where Monday through Wednesday would be working in one of our offices, with Thursday and Friday eligible for work-from-home days. Office locations include: Monterey (CA), Roseville (CA), Bakersfield (CA) and Spokane (WA). Job Overview The Technical Support Team Lead is a leadership role responsible for ensuring the smooth functioning of the Tier 1 Tech Support Analyst team. The Team Lead will be responsible for managing, resolving, or escalating support incidents while ensuring timely incident resolution and service restoration. The successful candidate must have strong leadership skills, customer service skills, troubleshooting skills, and the ability to manage the team effectively. Minimum Requirements * Bachelors degree in IT or related field, or equivalent experience * 3+ years of technical support service desk experience * CompTIA A+ Certification * ITIL Foundation certification * Microsoft Fundamentals * A valid driver's license may be required Career Path Potential * Supervisor Salary Range: $50,479 $83,291 The salary range listed here has been provided to comply with local regulations and represents a potential base salary range for this role. Please note that actual salaries may vary within the range above or below, depending on experience and location. We look at compensation for each individual and base our offer on your unique qualifications, experience, and expected contributions. This position may also be eligible for other types of compensation in addition to base salary, such as benefits and bonus programs.
    $50.5k-83.3k yearly 40d ago
  • End User Experience - Site Lead/Executive Support

    KKR & Co. Inc. 5.0company rating

    Menlo Park, CA jobs

    KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR's insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR's investments may include the activities of its sponsored funds and insurance subsidiaries. TEAM OVERVIEW KKR's Technology team is responsible for building and supporting the firm's technological foundation. Technology is regarded as a key business enabler at KKR and is an important accelerator for global scale and business process transformation. We drive a culture of excellence through efficient workflow automation, the democratization of data, and the strategic implementation of emerging technologies to consistently serve our business needs. POSITION SUMMARY A Site Lead is responsible for ensuring exceptional end-user and site technology operations globally. This role combines hands-on endpoint lifecycle management, proactive end user support, executive-level service delivery, and oversight of office infrastructure. You'll drive reliability, automation, and consistency across the device ecosystem, while leading local technology initiatives and ensuring a seamless digital experience for all employees - from standard users to C-level executives. This role reports to the regional head. RESPONSIBILITIES * Deliver concierge-level, high-discretion support to C-level executive devices, meetings, travel and home office setups. * Collaborate with global executive support leads to uphold elite service standards. * Provide white-glove support across all channels (service desk, email, Teams, phone, walk-up). * Serve as the site technology lead responsible for day-to-day operation and uptime of all on-premises systems. * Oversee global device lifecycle management - imaging, deployment, configuration, and reclamation of endpoint hardware. * Provision and manage devices using Intune, JAMF, and Autopilot, ensuring zero-touch deployments. * Collaborate with Procurement for asset tracking, logistics, and shipping of hardware. * Support MDM platforms, enforce compliance baselines, and partner with InfoSec to uphold corporate security standards. * Act as the frontline engineer resolving issues related to devices, applications, access, and support infrastructure deployments and changes. * Escalate complex incidents to L3 or engineering teams and assist with root cause analysis and resolution. * Document recurring fixes, create knowledge base articles, and contribute to continuous support process improvement. * Set up and troubleshoot AV rooms, critical executive events, and hybrid meeting technology. * Support infrastructure, wireless access points, and IDF rack-and-stack activities. * Collaborate with network and infrastructure engineers to implement changes, perform testing, and validate results. * Lead local IT projects including migrations, deployments, and pilot programs for new technologies. QUALIFICATIONS * 5+ years of experience supporting senior executives, endpoint management, or site operations within enterprise environments. * Proven expertise with Windows, mac OS, and mobile platforms, including automation and zero-touch deployment. * Strong knowledge of MDM solutions (Intune, JAMF), O365, Active Directory, Zoom, and related SaaS tools. * Hands-on experience with technology in IDF rooms, network devices, AV technologies, and conference room setups. * Exceptional communication, organization, and customer service skills, especially in executive-facing contexts. * Ability to operate autonomously, manage competing priorities, and deliver consistently high-quality results. This is the expected annual base salary range for this Menlo Park-based position. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance. Base Salary Range $125,000 - $145,000 USD KKR is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law.
    $125k-145k yearly Auto-Apply 40d ago
  • Client Service Team Lead

    Jpmorgan Chase 4.8company rating

    Plano, TX jobs

    Embrace a leadership role as a Client Service Senior Manager within our Commercial & Investment Bank, where you'll drive innovation and transformation while managing a dynamic team of client service managers. Lead the charge in modernizing the client experience by analyzing data, executing strategic initiatives, and fostering a culture of trust and inclusivity. With opportunities for career growth and community engagement, join our global organization to shape the future of commercial banking and make a lasting impact. As a Client Service Senior Manager within JPMorganChase, you will lead a team dedicated to resolving client requests and enhancing service operations. Your role involves shaping operational policies and precedents, utilizing your expertise in treasury and cash management products. You will identify trends, generate innovative solutions, and ensure quality service delivery. Your skills in influencing, managing stakeholders, and driving continuous improvement are crucial. Proficiency in project management, change management, and data & tech literacy will enable you to lead your team in delivering exceptional client service and contribute to the firm's strategic objectives. **Job responsibilities** + Lead and manage a team of Client Service Professionals, fostering a culture of continuous improvement and innovation to enhance the efficiency and resilience of our operating platform. + Develop and implement strategic operational plans, leveraging your deep understanding of our treasury and cash management products and services to deliver exceptional client service. + Analyze complex data and situations to identify trends and opportunities, using your expertise to develop and test innovative solutions that align with our operational policies and precedents. + Establish and maintain productive relationships with internal stakeholders, using your advanced skills in influence and communication to drive mutually beneficial outcomes. + Oversee the end-to-end change management process, including strategic communications, influencing others, and mitigating stakeholder impact, to ensure the successful implementation of new programs and processes. **Required qualifications, capabilities, and skills** + Extensive experience in team leadership and management within a client service environment, specializing in treasury and cash management products and services, demonstrated over seven years. + Proven ability to develop and implement strategic operational plans, with a track record of delivering exceptional client service. + Demonstrated expertise in analyzing complex data and situations to identify trends and opportunities, and develop innovative solutions. + Advanced skills in establishing and maintaining productive relationships with internal stakeholders, with a proven ability to influence and drive mutually beneficial outcomes. + Proficiency in overseeing the end-to-end change management process, including strategic communications, influencing others, and mitigating stakeholder impact. **Preferred qualifications, capabilities, and skills** + Proficient in mentoring team members and utilizing strategic planning to drive business growth and achieve organizational goals. + Proficient in conflict management and resolution to effectively address and resolve complex client and team issues. + Proficient in digital literacy and process automation to enhance operational efficiency and service delivery. + Developing skills in automation and quantitative reporting to support data-driven decision-making and process improvements. + Beginning proficiency in leveraging AI/ML technologies to explore innovative solutions, with developing knowledge of cybersecurity best practices to ensure data protection and secure operations. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
    $68k-96k yearly est. 60d+ ago
  • Infrastructure Site Lead

    Tata Consulting Services 4.3company rating

    Olathe, KS jobs

    Must Have Technical Skills: * Strong Service Delivery industry experience in managing medium to large size teams for Infrastructure Management Services support in a pure service delivery lead role. * Maintain and develop strong operational relationship with the client, acting as the primary point of contact for service-related matters. * Strong exposure and experience in planning, execution, and successful delivery of services in Infra Operations to clients, ensuring alignment with client needs and expectations. * Demonstrate good understanding of relevant IT systems, infrastructure, and technologies. * Responsible for ensuring the successful delivery of services to clients, meeting agreed-upon SLAs, and exceeding client expectations. * Identify opportunities for process improvement and implement changes to enhance service delivery efficiency and quality. * Track service performance, identify key performance indicators (KPIs), and generate reports to monitor progress and identify areas for improvement. * Handle escalated issues, resolving them in a timely and effective manner, and communicating with stakeholders. * Collaborate effectively with internal and external stakeholders to ensure successful service delivery. * Strong understanding of processes, preparing workflows, ability to identify gaps, build SOPs around updated processes. * Lead and support a operations team, providing guidance, coaching, managing escalations and ensuring delivery as per customer requirements. * Strong communication ability with clients, internal teams, and stakeholders. * Experience working with ticketing tool Service Now, in building SOPs, preparing improvement plans etc. * Strong background and real-time experience in IT Infrastructure Management services. * Good understanding of the technical aspects of IT infrastructure, including software and hardware components. * Strong exposure and skill to diagnose problem situations, identify gaps and resolve technical issues from site up view. * Proficiency in ticketing tools like Zendesk, ServiceNow, or Jira is beneficial. ServiceNow is preferred. * Knowledge of cloud compu ting and infrastructure, * Experience with service desk and incident management tools. Salary Range: $38,000-$145,000 a year #LI-CM2
    $38k-145k yearly 24d ago
  • Operations Site Lead

    American Tower 4.8company rating

    Schaumburg, IL jobs

    The Team We are seeking an Operations Site Lead to join American Tower's Network Operations department. The Operations Site Leads are American Tower's frontline representation in the field with customers, vendors, and landowners and support the Network Operations department as well as various interdepartmental objectives. Day to day you will collect data from all assigned tower assets while maintaining high standards of data quality. You will use multiple methods for data collection, including Unmanned Aircraft Systems (“UAS”). As an Operations Site Lead, you will partner cross-functionally to manage maintenance and repairs within a geographic area for all asset types, including towers, rooftop installations, fiber-based networks, and generators. What You Need to Succeed High school diploma or equivalent required; Bachelor's degree preferred. Minimum 2 years of work experience in telecommunications or a related field required. Must be at least 21 years old, have a valid driver's license, have a demonstrated safe driving record, and be able to travel extensively by car or truck. Must have, or within a year of hire obtain, FAA Part 107 Certification to operate UAS. Vendor management experience, real-estate management experience, or a civil construction background preferred. Knowledge of radio transmitters, receivers, antennas, radio frequency, wireless, or ethernet backhaul experience preferred. Ability to use discretion when setting priorities and resolving issues in accordance with Company best practices and standards. Strong computer skills, including Microsoft Word and Excel; ability to use additional Company software applications. While performing the role, you will need to lift up to 60 lbs. and be able to traverse developed and undeveloped construction sites. Approximately 40% overnight travel may be required in support of the position's responsibilities. Strong written and oral communication skills, including the ability to present ideas and suggestions clearly and effectively. Ability to work with different functional groups and levels of employees to effectively and professionally achieve results. Strong organizational skills; ability to accomplish multiple tasks within the agreed upon timeframes through effective prioritization of duties and functions in a fast-paced environment. American Tower is committed to fair and equitable compensation practices. Placement within the salary range is based on a variety of factors, including relevant experience, skills, certifications, job level, and location. For U.S.-based candidates only, the base salary range for this position is $28.85 - $38.46 hourly, with eligibility for annual bonus, and annual equity award and participation in the Employee Stock Purchase Plan (ESPP). For candidates outside of the U.S., salary and benefits are based upon local market practice. American Tower also offers a comprehensive benefits package, which includes healthcare coverage, a 401(k) savings plan, paid time off, company holidays, sick leave, parental leave, and access to an Employee Assistance Program focused on mental and financial wellness, please click here to learn more ************************************************* What You Can Offer Us Perform routine site audits on assets in an assigned area/zone in an efficient and cost-effective manner, utilizing UAS and other data collection tools. Ensure all assets in said area/zone meet safety, compliance, and asset integrity standards through implementation of the Company's Standard of Care and other management policies by identifying and documenting discrepancies and following through on needed remediation. Effectively engage with customers and vendors to manage projects, ensuring timelines and safety standards are met during pre-construction meetings and post-construction site walks and when gathering and processing closeout data for customer construction and internally generated projects. Meet customer service level agreements by responding quickly to any issues with the Company's back-up generators, fiber- based networks, or emergency response to critical events. Approximately 75% of time role will be performed outside of a conventional office environment visiting assets in a Company vehicle. Other duties as assigned.
    $28.9-38.5 hourly Auto-Apply 6d ago
  • Underwriting Team Lead

    Movement Mortgage 4.4company rating

    Chandler, AZ jobs

    Join the company defining what it means to be an Impact Lender! Mortgages are what we do, but that doesn't define who we are. In 2008, Movement disrupted the industry with the innovative 6-7-1 mortgage process. In 2023, we pioneered again, helping launch Impact Lending - a new category of lending. Any mortgage lender that commits at least 10% of its profits to helping the neighborhoods it serves is an Impact Lender. At Movement, we are Impact Lenders. We give 40%-50% of our profits to making an impact in our communities. For us, purpose and people have always come before profit. The Mortgage Underwriter Team Lead plays a vital role in prioritizing the work flow of loans, managing pipelines, addressing loan escalations and cultivating internal and external relationships to create the best experience for loan officer borrowers. Ready to disrupt the mortgage industry with us as a Mortgage Underwriter Team Lead? Then we think it's time to #join Movement What You Need To Know Monitors assigned team's daily workflow and making adjustments as necessary Responsible for maximizing employee productivity and accountability Establishes strong, two-way working relationships with team members and sales to continuously improve the synergy within the organization Monitors and evaluates the efficiency and effectiveness of underwriting delivery methods and procedures Advises leadership of opportunities to improve procedures and processes Reviews and clarifies underwriting guidelines and provides guidance and solutions Problem solves and reacts with an extreme sense of urgency What We Are Looking For 7+ years of underwriting experience Extensive knowledge in all product types conventional, FHA, VA and USDA required Proven change management skills, experienced leadership and problem solving Ability to strategically analyze a problem and recommend appropriate solutions based on knowledge of the position and company procedures Superior knowledge of Microsoft Office, Outlook, Loan Prospector and Desktop Underwriter Flexibility to work extended hours (late evenings and weekend work may be required) Even Better Bachelor's Degree in related field preferred DE and/or SAR certifications strongly preferred Sound like a good fit? Let's talk about how we can work together. The expected salary range for this position is between: $86,100.00 - $132,400.00 The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law. We also offer a benefits package that includes: Competitive pay Benefits Offered: Medical, Dental, Vision, Life, Disability, Critical Care, Hospitalization, HSA, FSA, DCFSA and QTE Retirement plan: 401(k) and Roth Paid Time Off: 16 days front loaded. Prorated based on the start date month 11.5 paid holidays per year Employee assistance program Excellent career growth opportunity Fun, team-focused working environment Employee driven community outreach program Relocation packages available The application window is anticipated to close on: January 30, 2026 We're definitely not your average mortgage company. When you're ready to grow your career AND your impact, we're ready for you. We're also one of the nation's top lenders and are redefining corporate culture. We work hard, we have fun, we invest in our people and we make a difference. Sound like a plan? Good. Learn more at *****************
    $86.1k-132.4k yearly Auto-Apply 39d ago
  • Trade Support Team Lead

    DV Trading 3.4company rating

    Chicago, IL jobs

    Job DescriptionAbout Us: Founded more than 15 years ago and headquartered in Chicago, the DV Group of financial services firms has grown to more than 350 people operating throughout North America and in Europe. Since spinning out of a large brokerage firm in 2016, DV Trading has rapidly scaled as an independent proprietary trading firm utilizing its own capital, trading strategies, and risk management methodologies to provide liquidity to worldwide financial markets and hedging opportunities to commodity producers and users. Now, DV group affiliates include two broker dealers, a cryptocurrency market making firm, and a bourgeoning investment adviser.Overview: We are looking to add a Trade Support Team Lead to our team. In this role, you will work directly with our Development, Trading, and IT organizations to ensure that trading operations are optimized and healthy. You will work on continuously improving our ability to identify and resolve issues related to trading as well as provide world-class support to traders. You will also help drive strategic projects across the firm, with a focus on improving our trading operations and the technology that supports our traders.Job Responsibilities: Monitoring and managing trading platforms across multiple markets Monitoring and supporting Linux environments Working in the trading industry with focus on supporting traders and trading infrastructure Collaborating with technical and non-technical people to help drive business initiatives Identifying and solving problems that most cannot Working with trade teams assisting with on-boarding new opportunities With automation and process improvement Requirements: 7+ years experience in a trade support or system infrastructure role Strong knowledge of Linux operating system Knowledge of TCP/IP and Multicast Strong Bash and core Python ability Able to trace order event streams using logs and packet captures Ability to operate in a fast-paced, entrepreneurial environment Benefits: Discretionary bonus eligibility Medical, dental, and vision insurance HSA, FSA, and Dependent Care Options Employer Paid Group Term Life and AD&D insurance Voluntary LTD, Life & AD&D insurance Flexible Vacation policy Retirement plan with employer match Paid Parental Leave Wellness Programs Annual compensation range $200,000 - $250,000 base + discretionary bonus opportunity DV is not accepting unsolicited resumes from search firms. Only search firms with valid, written agreements with DV should submit resumes in response to DV's posted positions. All resumes submitted by search firms to DV via e-mail, the Internet, personal delivery, facsimile, or any other method without a valid written agreement shall be deemed the sole property of DV, and no fee will be paid in the event the candidate is hired by DV. DV is proud to be an equal opportunity employer and committed to creating an inclusive environment for all employees.
    $41k-76k yearly est. 31d ago
  • Data Analytics Audit Team Leader

    Frost Bank 4.9company rating

    San Antonio, TX jobs

    It's about insights that are out of sight. Are you passionate about finding solutions to problems and enjoy the freedom of making those decisions? Do you like working with others to deliver solutions? Does stepping into a leadership role excite you? If so, being a Data Analytics Audit Team Leader at Frost could be the job for you. At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As a Data Analytics Audit Team Leader at Frost, you will lead a team of data analytics staff within Internal Audit, developing automated processes and testing to improve the efficiency of internal audits, and increasing the risk, control, and regulatory coverage across the enterprise in compliance with bank policies, banking laws and federal regulations. You believe in servant leadership and will work with development teams to thoughtfully create and deliver top-quality systems throughout the organization. What you'll do: Plan analytics engagements in accordance with Audit's analytics objectives Gather, manipulate, and synthesize data, models, and other relevant information to draw conclusions and make recommendations Apply mathematical and statistical techniques to draw actionable insights into financial, transactional, and behavioral data Monitor the work of team members to ensure adherence to budgeted hours, assigned deadlines, department standards, and in-charge responsibilities Maintain direct communication with team members regarding the status of assigned work and potential findings Review audit work papers and reports for accuracy, completeness, appropriateness of factual information, and conclusions to ensure the accomplishment of audit objectives. Give feedback to auditors to correct their papers and reports Oversee the direction, training, and review of the work of team members to ensure that Audit's objectives are accomplished, department standard are met, the audit plan is on schedule, and staff development is achieved Ensure that team members maintain direct ongoing communication with audit clients during fieldwork regarding the status of the audit and potential findings Communicate with external audit and/or federal regulators regarding audits performed by their team Adhere to the Standards for Professional Practice of Internal Auditing, to data analysis standards and industry best practices, and to Frost standards Continue professional development through self-training (books, periodicals, memberships in professional groups, etc.) and participation in recommended courses, seminars, and in-house training sessions Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What you'll need: Master's degree in Statistics, Mathematics, Finance, or in a related field 6+ years of experience in the development and deployment of financial models used in decision-making processes, model validation, or statistical analysis Experience in data mining and analytics with ACL, SQL, SPSS, R, or Python Licenses and certifications in related fields (CAP, PSTAT, CPA, CIA, CISA) Excellent written and verbal communication skills Proficient in Microsoft computer application Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
    $73k-120k yearly est. Auto-Apply 27d ago
  • Funds Transfer Team Leader

    Frost Bank 4.9company rating

    San Antonio, TX jobs

    It's about banking on people. Do you have a knack for paying attention to all the small details? Are you known for your ability to adapt quickly to fast-paced environments? Are you excited to step into a leadership role? If so, then the Funds Transfer Team Leader role might be for you! At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled financial services. Who you are: As a Funds Transfer Team Leader, you are our subject matter expert! In this role, you will be responsible for assisting a Operations Supervisor in overseeing and supporting the daily activities of funds transfer personnel. You'll be responsible for ensuring all wire requests follow established guidelines and procedures. You'll use your strong problem-solving skills to provide guidance and assistance with complex wires issues. You are passionate about people and can't wait to motivate staff and promote teamwork. What you'll do: Oversee and support day to day production activities including scheduling work and assigning special projects within the organization Effectively interpret policies and procedures to lead and mentor a team of Fund transfer specialist, Facilitate training programs to align with organizational policies Assist with complex issues/requests, Document and maintain department policies and procedures Develop and maintain training material for new and existing team members to enhance funds transfer processes Support the department supervisor, acting as a backup resource, while also taking responsibility for the preparation and maintenance of reports for management Provide exceptional customer service to both internal and external stakeholders, ensuring their needs are met promptly and efficiently Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What you'll need: 2 + years of Funds Transfer experience Excellent written and verbal communication skills Excellent customer service skills Strong analytical and organizational skills Time management skills Ability to exercise independent judgement and employ basic reasoning skills Ability to work well under pressure Proficiency in Microsoft computer applications Additional Preferred Skills: 4-6 years of banking experience Customer Service experience Bilingual (English and Spanish) Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Training classes and leadership development Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
    $73k-120k yearly est. Auto-Apply 7d ago
  • Tax Engagement Support Services (TESS) Supervisor

    RSM 4.4company rating

    Chicago, IL jobs

    We 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. *This position is 100 % in-office. * The Tax Engagement Support Services (TESS) Supervisor will be responsible for executing, implementing, and maintaining standardized tax processing practices within the TESS COE. The position will also monitor, provide guidance, and supervise other TESS team members. Additional responsibilities will include, but are not limited to assembly, scanning, e- filing, and workflow entry, reporting and due date tracking. Will serve as a point of contact for implementation, training, and adoption of tax technology processing workflows. May also perform general administrative duties to support line of business as required. This individual may also help monitor quality and provide subject matter expertise for training in their area of expertise. Trains and mentors TESS team members, actively shares knowledge and assists with adoption and implementation of new processes and initiatives, consistently striving to improve efficiencies as the COE evolves. a. Serves as career advisor to other TESS team members. Supervises assembly and assembles tax returns based on pyramid complexity permission level, utilizing firm software tools based on Route Sheet instructions in workflow tool to ensure all required client deliverables are included in documents saved to document management system and for delivery to external clients. Pyramid permission levels for this role include all return types. Assists with managing tax processing workflow within the COE, proactively leveraging team members' skills to achieve desired results as a team. Using deep understanding of the overall tax return process, takes ownership of the e-file process including monitoring and releasing external client tax returns to the taxing authorities, ensuring correct returns are released and all filing deadlines are timely met. Track for acceptance, transmission errors and rejections and resolve as appropriate. Responsible for meeting client expectations for timeliness, responsiveness, accuracy, and service quality. Serves as a technical resource and program champ or career coach for a variety of roles including ESS and ECS employees, such as performing backup and restores of locators, assisting tax professionals by answering questions and working with both ECS and ESS to resolve issues. Responsible for tax organizers (if applicable), scanning of client workpapers, tax return delivery, due date tracking via workflow tool, and new client setup, etc. Other duties as assigned. EDUCATION • Associates degree or equivalent experience TECHNICAL SKILLS • Strong technical aptitude, able to quickly master a variety of tax software and company tools • Role will require specialized training for both tools and process • Ability to problem solve in a fast-paced deadline driven environment • Ability to communicate effectively both verbally and in writing • Intermediate to advanced Microsoft Office Skills SPECIAL REQUIREMENTS SPECIFIC TO JOB • Confident knowledge and idea generator • Strong attention to detail, ability to work independently • Demonstrates a working knowledge of the technology tools required within assigned responsibilities • Ability to mentor and train less experienced COE members • Effective organization and time management skills • Ability to manage multiple tasks • Problem solving skills allowing for independent decision making EXPERIENCE • 4 to 6 years of related experience • Demonstrated competency in a specific industry or technical area preferred PREFERRED REQUIREMENTS • Previous tax related experience and knowledge of tax deadlines • Experience with Axcess Tax, Workstream and EFS 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 in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here. 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: $66,100 - $110,000 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
    $66.1k-110k yearly Auto-Apply 60d+ ago
  • Team Leader (Branch Services)

    Town & Country Bank 4.2company rating

    Springfield, IL jobs

    Town and Country Bank is seeking a Team Lead to join our team in Springfield, IL. The Team Lead provides support to the branch services team by providing hands on guidance to team members while working in a universal banker capacity. ABOUT US: At Town and Country our mission is to empower the financial well-being of our communities, one person at a time. The culture at Town and Country is built on our shared core values - Teamwork, Achievement, Passion and Positive Thinking. Teamwork means we work together to achieve a common purpose. Achievement means we are results-oriented and achieve success by reaching and exceeding our goals. Positive thinking means we exhibit a positive attitude and strive to maintain an upbeat and fun work environment. Passion means we love what we do and understand the importance of our role in relation to the direction and purpose of the organization. We hire, review, reward, and recognize our teammates based on these characteristics, so it's important that you share these values in order to be part of our team. ESSENTIAL FUNCTIONS AND DUTIES: •Manages client contact and relationships via various channels including making referrals to other areas of the bank. •Provides support to branch in a multi-function capacity (universal banker and team leader) •Provides hands-on guidance to all other branch personnel •Proactively manages the bank's portfolio •Performs business development functions •Develops and maintains all applicable monthly reports. •Originates new accounts(deposit, loan, other) •Actively trains and develops branch employees. •Maintains a working knowledge of internal policies and procedures and manages branch staff to ensure they are followed. •Maintains a working knowledge of applicable state and federal regulations and manages branch staff to ensure they are followed. •Builds relationship with the community and has active civic involvement. •Other duties as identified and assigned •Supports other branch locations as needed •Ensures exceptional customer experience by maintaining thorough knowledge of lending programs, policies, procedures and regulatory requirements, demonstrating a commitment to professional ethics, complying with the provisions within the S.A.F.E. Act, all Federal and State compliance policies and adhering to HMDA. QUALIFICATIONS: •2-4 years teller and banker experience required •Overall knowledge of all applicable bank regulations and compliance •High performing track history and passionate client advocate •Solid leadership characteristics and career-focused •Committed to excellence and thrives in a changing environment •Registration on the National Mortgage Loan Registry (or Updated NMLS Employment Record) required within 120 days of employment. EDUCATION: •Undergraduate degree preferred (or commensurate experience)
    $65k-120k yearly est. Auto-Apply 60d+ ago
  • Consumer Team Lead

    Town & Country Bank 4.2company rating

    Springfield, IL jobs

    Town and Country Bank is seeking a Consumer Team Lead to oversee and direct consumer loan processes and procedures. The Consumer Team Lead develops approaches to ensure all processes involving consumer loans are well-defined, efficient and minimize credit risk. ABOUT US: At Town and Country our mission is to empower the financial well-being of our communities, one person at a time. The culture at Town and Country is built on our shared core values - Teamwork, Achievement, Passion and Positive Thinking. Teamwork means we work together to achieve a common purpose. Achievement means we are results-oriented and achieve success by reaching and exceeding our goals. Positive thinking means we exhibit a positive attitude and strive to maintain an upbeat and fun work environment. Passion means we love what we do and understand the importance of our role in relation to the direction and purpose of the organization. We hire, review, reward, and recognize our teammates based on these characteristics, so it's important that you share these values in order to be part of our team. ESSENTIAL FUNCTIONS AND DUTIES: •Manages consumer lead department functions •Manages the entire loan process including assisting the origination, processing, documentation and closing functions •Maintains a working knowledge of applicable state and federal regulations. •Engages staff members and builds strong enduring relationships in a lending capacity including origination and closing of loans. •Acts as project manager for assigned projects •Ensures exceptional customer experience by maintaining thorough knowledge of lending programs, policies, procedures and regulatory requirements, demonstrating a commitment to professional ethics, complying with the provisions within the S.A.F.E. Act, all Federal and State compliance policies and adhering to HMDA. •Other duties as identified and assigned QUALIFICATIONS: •1-3 years back office (lending or related) experience required •Formal credit training program completion is preferred •Working expertise of all applicable bank regulations and compliance •Working expertise of real estate, auto, personal, bridge, construction and business loans •Ability to report and solve all issues to reporting manager •Registration on the National Mortgage Loan Registry (or Updated NMLS Employment Record) required within 120 days of employment. EDUCATION: •Undergraduate degree or equivalent experience.
    $65k-120k yearly est. Auto-Apply 60d+ ago
  • Lead Specialist, Front Office Advice & Guidance

    Empower Retirement 4.3company rating

    Kansas jobs

    Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. As a Lead Specialist of Advice and Guidance, you will play a key role in ensuring Empower delivers consistent, compliant, and high-quality advice to clients across its front-office channels. You'll serve as a subject matter expert for complex advice and supervisory questions, lead the development of policies and procedures that promote best-interest standards, and partner across Compliance, Supervision, and Business teams to strengthen Empower's advice framework. Your work helps protect clients and supports Empower's mission to deliver trusted, transparent financial guidance. What you will do: Provide advice and regulatory interpretation to front-office teams on complex advice and supervision matters Act as an escalation point for issues related to advice delivery, investment recommendations, and oversight Design and enhance programs that promote advice quality, suitability, and best-interest compliance across broker-dealer and advisory channels Develop and deliver training and communications on advice standards and regulatory expectations Collaborate with Compliance, Supervision, Legal, Operations, and business leadership to align advice delivery with Empower's compliance framework Research evolving SEC, FINRA, DOL, and state requirements; recommend updates to policies and processes Prepare reports and presentations for leadership on advice oversight trends and program effectiveness Represent Advice and Guidance on committees and workgroups focused on policy, risk, and regulatory change Mentor peers and provide technical and procedural support to promote consistency in advice oversight Support responses to internal audits, regulatory exams, and special projects to improve advice infrastructure and technology What you will bring: Bachelor's degree or equivalent experience 7+ years of financial services experience, including 3+ years in advice, supervision, or compliance oversight Must have the ability to learn and develop a deep understanding of the business; build strong relationships through regular communication and active participation in committees and projects; and objectively assess inherent regulatory risks. This includes developing a comprehensive understanding of the control environment, accurately identifying weaknesses, measuring control effectiveness, and partnering with the business to advocate for and drive effective remediation FINRA Series 7 and 65 (or 7 and 66) plus 9/10 or 24 required, or ability to obtain within corporate timelines. FINRA fingerprinting required Strong understanding of advice delivery, suitability, and best-interest obligations under SEC, FINRA, and DOL regulations Proven ability to interpret and draft policies and apply regulatory guidance to business practices Excellent analytical, investigative, and written communication skills Ability to manage multiple priorities and make sound, independent, risk-based decisions Strong collaboration and relationship-building skills across business and control functions What will set you apart: Recognized subject matter expertise in advice delivery and supervisory oversight Experience enhancing compliance programs or advice governance frameworks Must bring a true “challenger” mindset paired with strong relationship-building skills that support long-term, collaborative partnerships with business leaders Track record mentoring peers and supporting cross-functional initiatives Familiarity with technology tools and data analytics that strengthen compliance monitoring Demonstrated success improving advisor experience through clear guidance and streamlined processes ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $94,200.00 - $133,050.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 12-16-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency.
    $94.2k-133.1k yearly Auto-Apply 17d ago
  • Syndicate Team Lead, Capital Markets

    Cobank 4.8company rating

    Greenwood Village, CO jobs

    A career at CoBank can offer you the opportunity to make a personal impact on the people and communities where we do business. In order to be the best, we hire the best! Remarkable Benefits Offered by CoBank Careers with a purpose Time-Off Packages, 20 days of vacation, 10 paid sick days and 11 paid holidays Competitive Compensation & Incentive Hybrid work model: flexible arrangements for most positions Benefits Packages, including Medical, Dental and Vision coverage, Disability, AD&D, and Life Insurance Robust associate training and development with CoBank University Tuition reimbursement for higher education up to $10k per year Outstanding 401k: up to 6% matching and additional 3% non-elective contribution Community Impact: United Way Angel Day, Volunteer Day and Associate Directed Contribution Associate Resource Groups: creating a culture of respect and inclusion Recognize a fellow associate through our GEM awards Job Description Responsible for managing both the origination and distribution of syndicated loans led and co-led by CoBank. Coordinates with internal and external constituents to balance borrower customer and investor customer needs. Come join our Capital Markets team that is striving to be the best in the business and make a real difference in the future of rural America! Opportunities to join our high-performing growth-oriented team do not happen often. Essential Functions Determines the pricing and structure of transactions launched into the market. Manages specific underwriting decisions and tracking/reporting of underwritten transactions. Tracks market behaviors and provides market updates to internal and external audiences. Manages relationships between teams including TOM, Sales/Trading, Analysts, Senior Associates, and Associate Directors and will be responsible for managing the deal training and development of Senior Associates. Oversees the lender invitation and allocation process in conjunction with other key internal constituents. Communicates investor feedback and recommends changes based on market feedback. Pitches new business to borrower customers and manages co-lead partner coordination. Engages with new and existing customers on market conditions and transaction structuring. Develops and pitches new ideas to existing and prospective customers. Works with the Capital Markets Division Head and Syndicate Head of Origination on management responsibilities, reporting requirements, budgeting decisions, and strategic business reviews. Where CoBank leads transactions, manages the dialog and coordination among co-lead partners to provide consistent messaging to involved parties. Encourages, engages, and provides updates to new and existing customers as it relates to capital market conditions, marketplace, transactions, market updates, industry structuring deal advice and representing the division for all new customer business matters. Balances risk and return deal metrics designed to achieve profitable outcomes. Provides mentoring and coaching support to other staff. Strong business knowledge and experience interpreting financial data. Ability to effectively research new markets. Education Bachelor's Degree required Master's Degree or MBA preferred Work Experience 10 years of experience, preferably in banking or financial services industry required 5 years of supervisory/management experience required Experience negotiating complex credits and structuring financing Knowledge of agriculture and/or infrastructure industry Excellent analytical, problem-solving, and decision-making skills Extensive knowledge of non-recourse and structured financing techniques Familiarity with inter-creditor agreements, syndications, and loan participations Broad knowledge of regional and national regulatory requirements Demonstrated proficiency in cross-marketing Ability to multi-task, prioritize, and manage multiple projects and transactions, and deliver on commitments within tight timeframes and competing priorities Demonstrated leadership skills, with the ability to work independently as well as collaboratively in a team environment Excellent interpersonal skills, with the ability to work collaboratively and build and maintain effective working relationships with all levels of associates, management, and internal customers across the bank, as well as external vendors and other stakeholders Excellent organizational and time management skills, with the ability to deliver commitments while juggling multiple projects and priorities. Ability to work effectively under deadline pressures and adjust quickly and effectively to changing priorities Excellent verbal and written communication and presentation skills, with demonstrated ability to clearly articulate messages to a variety of audiences. Excellent active listening skills Strong problem solving and decision-making skills Knowledge of Microsoft Office applications (Outlook, Word, PowerPoint, Excell, Access) About CoBank The typical base pay range for this role is between $192,000 - $236,160. Compensation may vary based on individual job-related knowledge, skills, expertise, and experience. This position is eligible for a discretionary annual incentive program driven by organization and individual performance. The listed salary, other compensation and benefits information is accurate as of the date of this posting. This job will be posted for a minimum of five (5) business days or until the position is filled. CoBank reserves the right to adjust compensation for all positions and to modify or discontinue benefits programs at any time in its sole discretion, subject to applicable law. CoBank is a cooperative bank serving vital industries across rural America. The bank provides loans, leases, export financing and other financial services to agribusinesses and rural power, water and communications providers in all 50 states. The bank also provides wholesale loans and other financial services to affiliated Farm Credit associations serving more than 76,000 farmers, ranchers and other rural borrowers in 23 states around the country. CoBank is a member of the Farm Credit System, a nationwide network of banks and retail lending associations chartered to support the borrowing needs of U.S. agriculture, rural infrastructure and rural communities. Headquartered outside Denver, Colorado, CoBank serves customers from regional banking centers across the U.S. and also maintains an international representative office in Singapore. REASONABLE ACCOMMODATION We are committed to ensuring that our online application process provides an equal employment opportunity to all applicants, including qualified individuals with disabilities. If you are an applicant with a disability, or are assisting an applicant with a disability, and require accessibility assistance or would like to request a reasonable accommodation for any aspect of the application process, including completing an application, interviewing, or otherwise participating in the employee selection process, please submit a request by emailing *********************. Include your contact information and specific details about your requested accommodation. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time. CoBank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability, or status as a protected veteran.
    $60k-74k yearly est. Auto-Apply 60d+ ago

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