Venturity Financial Partners jobs - 7,418 jobs

The Q Family Office is looking for a bright, eager, and dedicated individual to join its highly successful multi-billion-dollar private investment office in downtown Fort Worth. This person will be part of a team led by a 25-year veteran of the firm, all of whom assist the CEO in managing personal and business scheduling, travel coordination, organizational matters, photo and video archives, and research projects. This person will handle a variety of projects in an array of disciplines, which keeps the work fast paced and ever-changing. Someone who is already very organized and great with details is a must. Base plus bonus (with full benefits) competitive with market and depending on experience. Responsibilities will include: Providing support within Executive Assistant team assisting with very complex calendars and schedules, travel coordination and general operational functions Extensive experience scheduling & managing private air travel Managing vendors and serving as a liaison Researching and developing new ideas and projects Typical hours are in the office (no remote work) Monday thru Friday from 8AM-6PM, i.e., ~ 50-hour weeks. This role does require some occasional weekend work as well. The successful candidate will: 5+ years of experience in an executive admin role supporting an UHNWI or C-Suite executive at a substantial business enterprise Be incredibly organized and detail oriented About The Q Family Office Established in 1994, the Q Family Office is an organization that combines an almost 30+ year history with a deep entrepreneurial spirit. The family office currently includes a manager of a $500 million hedge fund/private investment firm, a $3 billion bank, a $400 million real estate investment firm, and a $275 million charitable foundation.

A leading financial services company is seeking a Digitalization Expert to support enterprise-wide digitalization initiatives. Responsibilities include leading system deployment, improving transactional processes through RPA, and advanced statistical modeling. Must be proficient in high-level coding languages like C++ and Python, with strong strategic and organizational skills. The role involves in-office work five days a week and offers opportunities for creating significant operational efficiencies across the company. #J-18808-Ljbffr

We are seeking a technically skilled and detail-oriented Core Systems Administrator to manage and support our Jack Henry SilverLake core banking platform, with a strong emphasis on IBM iSeries systems integration and support. This role ensures the efficient, secure, and compliant operation of all systems and applications used across the organization. Essential Duties 1. Monitor, maintain, and troubleshoot the Jack Henry Silverlake core banking system. 2. Administer IBM i / AS400 environments, including user access, job scheduling, backups, and performance tuning. 3. Perform system upgrades, patches, and configuration changes in accordance with IT policies and regulatory requirements. 4. Ensure high availability and disaster recovery readiness of core systems. 5. Collaborate with IT, operations, and vendors to support integrations and resolve technical issues. 6. Document system configurations, procedures, and troubleshooting guides. 7. Identify opportunities to automate routine tasks and improve system efficiency. 8. Provide technical guidance and support to users and junior staff. 9. Maintains up-to-date knowledge of current and emerging technologies relevant to core systems infrastructure, ensuring effective implementation, integration, and support within the organization. 10. Performs other related duties. Equal Opportunity Employer/Veterans/Disabled

Redefine Banking with Us: LevelField Bank, upon completion of the forthcoming acquisition of Burling Bank, will be an FDIC-insured community bank dedicated to transforming the financial landscape by prioritizing innovation and embracing new products and services. We aim to differentiate ourselves by serving consumers nationwide, targeting underbanked commercial markets, including business involved in the fast-evolving world of digital assets (cryptocurrency), and by operating a true real-time 24x7 bank. Considerable growth is on the horizon, and we're ready for the challenge. Building an industry-leading company is no small feat, but we're driven by a positive, ambitious energy. With a seasoned leadership team and the stability of a regulated financial institution, we're creating a workplace that's both dynamic and rewarding. Our executive leaders each bring over thirty years of experience from the most competitive corners of the financial sector-yet they approach each day with the enthusiasm of fresh talent. If you are passionate about creating a fantastic environment and eager to join a growing organization, this is your opportunity to make an impact. Your Role: This is a hands-on role, and you will be working to assist our prospects through the process of becoming bank customers. As Customer Onboarding Manager, you will work with the bank Chief Operating Officer to efficiently oversee and facilitate the onboarding of prospective customers and resolve potentially complex problems that may arise during the onboarding process. You and your team (for which you will be the starting member) will be responsible for managing the end to end onboarding cycle, ensuring that customers have a best-in class-experience. You will build collaborative relationships with key team members from across the organization, and will work closely with the compliance team. You will take on a supervisory role that focusses on accurately and expediently onboarding prospective customers, while following and maintaining strict guidelines and regulatory requirements. You will have the opportunity to collaborate on customers engagement initiatives to develop and help successful implementation of newly developed strategies and processes. These interactions may take many forms, including participating in projects and strategic initiatives related to process improvement and more thematic initiatives designed to bring the best of the firm to our customers and continuously improve the overall experience they have in working with us. This is very much a hands-on role, and like the rest of the LevelFIeld Bank leadership team, the successful candidate will be responsible for getting the job done while growing the team in line with the increasing scale of the bank. We are seeking a doer, a leader, and a builder. Location: This is a fully on-site position in Houston, TX. The role depends on close collaboration with business and technology partners, which is best achieved through in-person engagement. We are seeking to build a cohesive and industry leading team, and working together we can make big things happen. Since we have discovered reading comprehension is a skill not everyone has mastered, to be clear there is NO OPPORTUNITY WHATSOEVER FOR REMOTE OR HYBRID arrangements for this role. Key Responsibilities: Champion our brand: Embody LevelField's innovative culture, fostering trust and enthusiasm for our cutting-edge banking solutions. Drive Client Success: Serve as the primary point of contact for onboarding new business customers and work collaboratively with compliance and other departments in the onboarding of consumer customers. Gather Insights: Continually assess the customer activity and partner with product development to continually improve the customer experience so that the customer does not require support except in non-standard instances. Leadership: Lead, mentor, and grow the Customer Onboarding team. Additional Responsibilities: Stay ahead of trends: Maintain awareness of the broader context and implications of the various types of risk affecting the business. Continuous Improvement: Collaborate with the team to develop and execute strategies to improve the department. Work collaboratively: Collaborate with the team to continuously improve the department and the bank. Think like an owner: Contribute ideas to improve processes, enhance customer experiences, and drive the bank's growth. About You We are searching for someone with proven process skills and high attention to detail within business critical operations. You must have experience in customer onboarding within a financial institution. Minimum of 5 years financial service industry experience (banking preferred); 3+ years in a customer service/on-boarding or similar role; At least 2+ years of people management experience. Willingness to work flexible working hours, as required. Ability to lead, prioritize and execute on multiple simultaneous priorities and initiatives Someone familiar with OFAC (Office of Foreign Asset Control), AML (Anti-money Laundering, and KYC (Know your client) requirements. Ability to thrive in a highly regulated environment that demands full compliance with policies and procedures. Excellent verbal and written communication skills Passion for revolutionizing banking and embracing innovation. Strong interpersonal skills with a commitment to delivering exceptional customer experiences. A team-oriented mindset with a drive to build something extraordinary. Why Join LevelField Bank? Be a pioneer: Join a forward-thinking bank at the forefront of digital asset integration, with opportunities to shape the future of finance. Growth opportunities: As an early team member, you'll have significant potential for career advancement in a rapidly growing organization. Vibrant culture: Thrive in a collaborative, innovative workplace that values your contributions and celebrates success. Competitive compensation: Enjoy a base salary of $80,000-$130,000, discretionary bonuses, stock options, 401(k), medical insurance, and additional benefits. This description outlines the general nature of the role and is not an exhaustive list of duties or requirements. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees for this role. LevelField Financial and LevelField Bank are equal opportunity employers.

A leading global consulting firm seeks a Director in Operations Consulting to drive business growth and optimize insurance operations. You will lead strategic initiatives, mentor teams, and enhance customer service processes. The ideal candidate has at least 15 years of experience in consulting and insurance, along with a Bachelor's degree. This role is essential for maintaining executive-level relationships and ensuring customer satisfaction through effective management. A competitive salary ranging from $155,000 to $410,000 is offered, with various benefits applicable. #J-18808-Ljbffr

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.We (RSM US, LLP) are looking for a growth-minded, tech-savvy, Partner/Principal for our Management Consulting - Technology Advisory Solution Practice to provide innovative digital strategy and senior advisory management consulting services to improve the overall effectiveness of our clients' digital technology environments.As a Principal, you will need to:* Demonstrate strong regulatory technical expertise coupled with outstanding financial services industry experience.* Draw upon your demonstrated technical, industry and risk advisory knowledge to become a trusted advisor to our clients.* Ability to assess and communicate regulatory, technology and risk considerations while leveraging cross functional teams to drive expertise through the talent and client experience.* Lead the development of innovative solutions and approaches to serving clients based on evolving technological tools and trends.* Build and sustain effective third-party relationships with regulatory compliance and automation technology firms, as relevant to the execution of the strategy.* Enhance Firm capability to respond to high-profile client needs as it relates to significant, complex compliance remediation and/or program transformation.* Effectively manage, motivate, and mentor multidisciplinary teams to work as a cohesive, client-centric unit in delivering high-quality solutions to sophisticated clients.* Leverage your existing network and personal brand in the marketplace to drive growth, which includes identifying and securing new opportunities.* Oversee a diverse book of business, maintaining overall responsibility for the profitability, effective delivery, and engagement risk of all client-related work within the portfolio.* Responsibility for managing P&L, including driving net services and managing to margin metrics* Leading multiple high-profile client relationships simultaneously, while providing leadership on proposal opportunities and ongoing internal initiatives.* Recruit and retain future leaders of the firm.* Leverage your experience and expertise to advance the professional aspirations and skills of your colleagues.* Model the core RSM values of respect, integrity, teamwork, excellence, and stewardship in all interactions with clients and team members.**Responsibilities*** Discover and deliver digital management consulting opportunities for clients looking to optimize their performance.* Work with new prospects and existing clients to identify the optimal digital strategy for them with supporting roadmap of activities that will enable clients to achieve their growth goals.* Help grow the Tech Advisory sales through business development, relationship development, and industry and market aligned growth activities.* Support, mentor, and grow an existing team of Tech Advisory professionals to continue and accelerate our ongoing growth trajectory.* Be well-versed in existing and emerging technology paradigms such as Digital Strategy and Transformation, AI, Analytics, IT Target Operating Models, Automation, ERP, Cloud, Enterprise Architecture, ITSM etc.* Lead all client delivery activities and discovery sessions that include requirements gathering and desired workflows with clients to understand and document their business needs (i.e. budget forecasting, financial reporting, and consolidation)* Serve as a liaison between stakeholders and users* Define business requirements for a number of different types of technology engagements* Interact and communicate effectively with managers and middle management executives* Assist the project teams through agreed upon phases on a variety of projects which could include best practices, process re-engineering, finance strategy and organizational development, business integration planning and execution, performance management software selection, design and implementation, ERP software selection, implementation, and optimization or operational and IT strategy assessments and due diligence* Provide analysis, development and documentation of improvement opportunities* Facilitate user workshops to gather and document business needs, requirements, weaknesses and challenges* Continuously learn to better understand RSM's array of services, with the intent to enhance value to our clients* Stay up to date on the latest process and IT advancements to automate and modernize systems and regulations* Effectively document and communicate your insights and plans to cross-functional team members and management* Evaluate business processes, anticipating requirements, uncovering areas for improvement, and developing and implementing solutions* Prioritize initiatives based on business needs and requirements* Provide leadership, training, coaching, and guidance to junior staff* Gather critical information from meetings with various stakeholders and produce useful reports* Provide thought leadership through presentations or writing such as blogs or RSM content either individually or jointly with other RSM team members* Network internally and externally to develop sales opportunities* Establish yourself as a trusted advisor to clients, while managing their expectations* Manage multiple projects and project teams to deliver exceptional client experience**Qualifications*** A minimum of 12-15 years of previous experience delivering Digital Strategies, IT Transformations. information technology integration, outsourcing, and/or management consulting services* Experience selling and delivering IT consulting services/solutions of which encompassed digital strategy, people, and process, technology and infrastructure components* Experience with ERP, CRM, financial reporting, portal, accounting systems* Industry experience in one or more of our key industries - Industrials, Life Sciences, Consumer Products, Financial Services and/or Public Sector.* Strong oral and written communication skills, including high-impact client-facing communications* Critical thinking and creative problem-solving skills, as well as the ability to apply theoretical concepts and best practices to solve business problems* Solid understanding of IT application lifecycle, IT general controls and methods* Experience with project management, business process re-engineering, business intelligence software design and implementation, ERP implementation, or merger/integrations* Experience building and maintaining client relationships and sales* Basic understanding of Data Privacy regulations* Familiarity with methodologies, tools, and approaches to support the practice* Experience with various software solutions including Microsoft Project, Visio, PowerPoint and Word* Bachelor's degree in Information Technology, Management Information Systems, Computer Science or related field and/or a technology focused MBA* Ability and willingness to travel up to 50% locally and nationally 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 #J-18808-Ljbffr

A leading cryptocurrency platform is seeking a Card Product Manager to oversee the end-to-end management of their card products. The role involves collaboration across various teams to ensure success and drive revenue growth. Ideal candidates should have over 8 years of experience in product management, particularly with card products, and possess strong analytical and communication skills. The position offers competitive salary and benefits including work flexibility. #J-18808-Ljbffr

A leading American financial institution is seeking a US Deputy Chief Information Security Officer in Dallas, Texas. The role involves supporting the MD & US CISO in building technology risk controls and collaborating with senior executives across different departments. Suitable candidates should possess over 10 years of experience in technology risk management, excellent communication skills, and a relevant advanced degree. This position promotes a strong risk culture and aims to ensure compliance with security policies and regulations. #J-18808-Ljbffr

A leading financial institution is seeking a Private Banker to join their U.S. Private Bank in Dallas, Texas. This role involves advising families on wealth management, building strong client relationships, and acquiring new assets. Candidates should possess a Bachelor's Degree, sales success, and strong business acumen. This position offers competitive compensation and opportunities for professional growth within a collaborative team environment. #J-18808-Ljbffr

Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose - to uplift everyone, everywhere by being the best way to pay and be paid. Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa. Job Description Visa's Internship Program provides an immersive, 12-week journey where you'll work on impactful projects that drive Visa's mission forward. As a Visa intern, you'll build valuable connections across the organization, sharpen your communication and business acumen, and gain hands-on experience in a dynamic, global environment. Throughout the program, you'll have exclusive access to interactive workshops and learning sessions designed to deepen your expertise, expand your industry knowledge, and elevate your professional skillset. You won't just be learning, you'll be contributing, collaborating, and innovating every step of the way. In addition to professional development, you'll enjoy a variety of intern social events that foster community, connection, and fun throughout the summer. The experience culminates in an exciting final presentation, where you'll showcase your project achievements, share key insights, and present your recommendations to Visa's leaders and stakeholders. This is your chance to demonstrate your business impact, highlight your personal growth, and align your work with Visa's vision for the future. As a Business Planning Intern, you will support our Spend Managementteam.Spend Managementdrives O&I-funded technology purchases end to end-forecasting demand, comparing vendors, and fast-tracking ATS/TAR and PR/PO-so costs align to product value and stay within budget. The team maintains a 306090 pipeline, delivers accurate forecasts and insights to product owners, and supports workforce planning to ensure the right resources are in place. Essential Functions Turn business needs into clear spend and demand plans for a defined technology lane. Analyze usage, inventory, and costs; run SQL/Excel to normalize data and surface insights. Prepare budgets and quarterly forecasts; reconcile monthly variances and track KPIs. Evaluate new hardware/software requests against strategy; compare vendors and total cost. Build cost models and sensitivity analyses to recommend the best option for Visa. Manage procurement flow endtoend: business cases, ATS/TAR inputs, PR/PO tracking, renewals. Maintain a 306090 pipeline for large deals; ensure accurate forecasts and fast cycle times. Create consumption and workforce dashboards; present concise updates to leadership. Qualifications Basic Qualifications Bachelor's or Master's degree in Information Science, Business Analytics, Finance, Economics, Statistics, Business or related field,graduating December 2026- August 2027. Preferred Qualifications: Experience working on large globally and virtually distributed teams Experience in the following: Dealing with different software licensing methods in the FinTech industry SQL querying to help collect data from disparate sources Creating cost transparency and cost clarity programs for leadership Analytical skills and experience using analytics tools such as Excel, MS Project, PowerPoint, Visio, etc. Technical industry experience and quantitative skills & experience taking raw data and drawing actionable insights from it Understanding of infrastructure products and the core concepts behind "running IT like a business" Prior business analytics experience Strong verbal and written communication skills Ability to take on challenges and address problems head-on Good team player and excellent interpersonal skills Additional Information U.S. APPLICANTS ONLY:The estimated hourly range for a new hire into this position is $26 to $31 which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. Work Authorization:Visa will not sponsor applicants for work visas in connection with this position. Future sponsorship will not be considered. Work Hours:Varies upon the needs of the department. This is a hybrid position:Expectation of days in office will be confirmed by your hiring manager. Travel Requirements:This position requires travel 5-10% of the time. Mental/Physical Requirements:This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code.

Top 3 must-have skill sets: Excellent written and verbal communication in English. Proficient in Microsoft Office suite. Prior experience with SAP is a plus. MBR Preparation & Scanning Receive, review, and prepare MBRs for scanning (verify completeness, paginate, remove staples, repair pages as needed). Operate scanning equipment to digitize MBRs at required resolution and format (e.g., searchable PDF), ensuring zero page loss and high image quality. Maintain standardized file naming and folder structures to enable rapid retrieval and audit readiness. Records Control & Retrieval Manage secure storage and access permissions for scanned and physical MBRs. Respond to internal requests (Quality, Manufacturing, Supply Chain, Engineering) by locating, retrieving, and providing MBRs Track requests, turnaround times, and document issuance/return to maintain chain-of-custody. Compliance & Data Integrity Adhere to GxP, GDP (Good Documentation Practices), and company SOPs at all times. Conduct routine self-checks and peer reviews to ensure accuracy, completeness, and traceability. Support audits/inspections by preparing document packs, access lists, and evidence of control. Physical & Inventory Controls Maintain organized physical archives; perform periodic inventory and reconciliation of records. Required Qualifications: High school diploma or equivalent; some college or vocational training preferred. 1-3 years of experience in document control, records management, or manufacturing operations. Familiarity with GxP/GDP and SOP-driven environments. Proficiency with scanners and document management systems Strong attention to detail, accuracy, and time management

Responsible for performing daily duties in an efficient and timely manner. Provide internal and external customer service in person or by phone. Process payments sent to Lock Box department and assist in other areas of the Deposit Operations department as needed. Need to have a positive attitude and provide suggestions to improve working conditions. Essential Duties 1. Attention to detail is required. 2. Correct any items that reject through Teller Capture. 3. Balance transactions that are transmitted from all branches. 4. Submit and process adjustment request to Federal Reserve Bank and JPMorgan Chase Bank for check processing errors. 5. Work Synapsys events for correcting all applicable DDA items. 6. Check 21 processing - bringing in Fed and JPMorgan Chase inclearing files. 7. Review mobile banking transactions. 8. Train and assist additional 4|Sight users. 9. Process any lien, levy, or freeze that is received. 10. Centralize, organize, and work all levies, comptroller freezes, and other liens received by the Bank. 11. Handle all subpoenas or grand jury requests. 12. Process incoming or outgoing without entry claims. 13. Processing research requests. 14. In the event that Supervisor is out of the office complete all duties that Supervisor would normally perform. 15. File checks and tickets from local branches. 16. Process all mail for postage from local branches. 17. Open mail and verify that checks are made out correctly and signed. 18. Verify that the payment is for the amount of the bill we are processing. 19. When there is carry-over mail, employee may be required to come in early. 20. Process payments for Lock Box customers. 21. Participate in training sessions as required by supervisor. 22. Help out in other Deposit Operations departments as needed. Equal Opportunity Employer/Veterans/Disabled

***No agencies or 3rd party Recruiters please. Thank you! *** Who we are: Cornerstone Home Lending, a division of Cornerstone Capital Bank, is a unique national home lender with a reputation of amazing service, customer satisfaction, employee retention, and happiness. We employ people who are passionately committed to Cornerstone's Mission, Vision & Core Convictions. Our brand is known for on-time closings - a key core conviction of Cornerstone. We have successfully navigated our company through many industry cycles and changes in regulations. We honor God by using our talents to make a positive difference in the lives of our Team Members, Clients, Shareholders, Communities, and the People who provide services to us. Who we are looking for: Cornerstone Home Lending is seeking a DIA Auditor to assist in the review of loan documents to ensure data is reporting accurately with the loan details. Key Responsibilities: Review appraisal, AUS, CD, UCDP, UCD, Condo Documents, URLA and additional credit/closing documents to ensure the data within the LOS aligns with the loan details on these documents. What you'll need to be successful: HS Diploma or equivalent is required 2+ years' experience in processing and closing. Knowledge of FHA, VA, and conventional loan documents Can handle multiple priorities, excellent communicator, high attention to details, time management, and strong operational prioritization skills. Ability to follow established operational processes and deadlines. Ability to adapt and embrace change. Experience with word, excel, outlook and Adobe. What we offer: Because we recognize and reward hard work, we offer a competitive salary, a full benefits package, and the potential for a performance-based bonus. What to do next: If Cornerstone sounds like the place for you (and if you have the qualifications, drive, and passion to match), we invite you to become a member of our winning team! And remember, once you're a part of our Cornerstone team, we'll continue to invest in you as a valuable asset to our company. As many of our team members can tell you, there's something special about working at Cornerstone. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Job Title: Preconstruction Manager Industry: Commercial Construction The Preconstruction Manager is responsible for leading all preconstruction efforts for commercial construction projects in the Houston market. This role oversees estimating, budgeting, scheduling support, and constructability analysis from early concept through final GMP/contract execution. The ideal candidate brings strong leadership, technical expertise, and the ability to collaborate with owners, architects, engineers, and internal project teams to set projects up for successful execution. Key Responsibilities Lead and manage the full preconstruction process for commercial construction projects Develop accurate conceptual, schematic, design development, and GMP estimates Prepare and manage detailed budgets, cost models, and value engineering options Coordinate subcontractor and supplier outreach, bid solicitation, and bid leveling Analyze drawings, specifications, and scope documents for completeness and risk Provide constructability reviews and identify cost, schedule, and logistics impacts Collaborate with operations, project management, and field leadership during handoff Support proposal development, presentations, and owner interviews as needed Maintain estimating databases, historical cost data, and takeoff standards Track market conditions, material pricing trends, and subcontractor capacity in Houston Ensure preconstruction schedules align with project milestones and delivery methods Project Types Commercial and light industrial Office, healthcare, retail, education, and mixed-use Ground-up and major renovation projects Qualifications 7+ years of experience in commercial construction estimating or preconstruction Proven experience leading preconstruction on projects $10M+ Strong knowledge of construction means, methods, and sequencing Proficiency with estimating software (e.g., Procore, Bluebeam, On-Screen Takeoff, Excel) Ability to read and interpret construction documents and specifications Strong communication, negotiation, and leadership skills Experience working in the Houston commercial construction market preferred Bachelor's degree in Construction Management, Engineering, or related field preferred What We Offer Competitive salary and performance-based bonuses Health, dental, and vision insurance 401(k) with company match Paid time off and holidays Long-term career growth with a stable commercial contractor

ABOUT THE ROLE 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, manufacturing partners, auditors, and vendors. This position combines high-level commercial account servicing responsibilities with strategic business relationship 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 capabilities. ESSENTIAL DUTIES & RESPONSIBILITIES Strategically engage with factories and dealers to manage high-value commitments Design, implement, and manage departmental processes to improve efficiency, accuracy, and scalability Identify operational gaps and lead resolution efforts through process redesign and documentation Develop and maintain SOPs, training guides, and workflow documentation Monitor KPIs and operational metrics, presenting insights and recommendations to leadership Lead cross-functional initiatives to align commercial lending operations with broader business goals Champion system enhancements and automation opportunities, including Solifi optimization Support internal audits and compliance reviews, ensuring adherence to regulatory and company standards Serve as a liaison between account management and underwriting to ensure process alignment Oversee and approve complex invoice and MCO transactions with minimal oversight Analyze credit line utilization trends and advise on optimization strategies Lead reconciliation of monthly billing statements and ensure financial accuracy Facilitate payment processing and troubleshoot exceptions Coordinate third-party inventory inspections and lead resolution of audit discrepancies Perform payoff workflows, ensuring compliance and timely document delivery Lead onboarding for new dealers, delivering expert-level training and support Review and authorize pending orders, applying advanced credit and curtailment analysis Ensure accurate and timely data entry into Solifi for approved orders Provide strategic payoff guidance to dealers and third-party lenders Perform document distribution upon loan payoff Implement delinquency management strategies and lead recovery efforts Partner with underwriting to assess and recommend credit line adjustments Manage Help Scout communications and ensure timely resolution of escalated issues Foster long-term dealer and supplier relationships, acting as a strategic consultant Audit inspection reports and lead resolution of complex unit discrepancies Lead financial documentation collection for annual reviews, ensuring compliance and completeness Draft and execute formal collection communications, supporting legal and credit recovery efforts Design, implement, and advance strategic process improvements and departmental initiatives, ensuring alignment with organizational goals and operational excellence Mentor peers and junior Account Managers on best practices and process adherence 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-making Collaborate with the CPM Business Relationship Managers and CPM Retail Sales team to process and route for approval dealer eligibility for retail financing programs POSITION REQUIREMENTS, CAPABILITIES & SKILLS Strategic, self-directed, and highly accountable Excellent interpersonal skills and ability to build rapport across diverse teams and clients Proven ability to design and manage complex operational processes Exceptional interpersonal and leadership skills Mastery of written, verbal, and presentation communication Bilingual proficiency preferred Expert-level proficiency in Solifi preferred Proven ability to manage high-risk accounts and complex collections Consultative approach to client service, balancing business goals with relationship management Comfortable presenting to senior leadership, with the ability to translate operational data into actionable insights MINIMUM QUALIFICATIONS Bachelor's degree required, in Finance, Accounting, or Business 3+ years of commercial loan servicing in manufactured housing, auto, RV, or marine OR 5+ years of commercial loan servicing in finance or banking Advanced spelling and grammar skills Working knowledge on applicable computer software systems to include Microsoft Office and internal software WE OFFER Competitive Salary Medical/Dental/Vision Insurance Paid Holidays 401K Match Generous PTO FSA/HSA Plans Life /Disability/Accidental Insurance and much more!

Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose - to uplift everyone, everywhere by being the best way to pay and be paid. Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa. Job Description TheGlobal Product Excellence teamis a centralcenter of excellencededicated to ensuring that Visa's products meet the highest standards of quality, innovation, and customer satisfaction on a worldwide scale. This global team'scharteris to driveoperational and product excellenceat Visa by defining and promoting best practices in product development, delivery, and continuous improvement. By partnering with product managers, engineers, regional leaders, and other cross-functional stakeholders, the Global Product Excellence team works to enhance product execution andscale product management effectiveness, creating consistent processes and metrics that help us initiate, plan and launch outstanding products across diverse markets. Ultimately, the team's mission is tobridge product strategy with executionandembed a culture of quality and innovationinto our product lifecycle - exceeding customer expectations and supporting our company's leadership in global markets. TheBusiness Consultant, Global Product Excellencewill serve as the strategic owner of theregional intake processfor the Consumer Payments and Platforms business - the central pathway through which regional and market teams submit product ideas, feature requests, and requirements for review by global product owners. This process is crucial for maintaining a healthy, transparent, and datadriven product pipeline. In this role, you will oversee the intake ecosystem endtoend, ensuring that regional insights and business needs are effectively captured, refined, prioritized, and connected to Visa's global product strategies and portfolio planning. You will partner with regional stakeholders, product managers, and crossfunctional collaborators to ensure a highquality, hightrust process. You will also lead continuous improvement initiatives to strengthen intake governance, tools, workflows, and reporting. This work is essential to ensuring Visa maintains globally coherent and regionally informed product roadmaps, enabling faster decisioning, better allocation of resources, and improved product outcomes across all markets. Responsibilities: Own the full regional intake lifecycle, from idea submission and triage to refinement, prioritization, and handoff to global product owners. Build strong partnerships withregional and market teamsto ensure highquality, wellarticulated product requests based on client feedback, competition, regulatory needs, and local innovation. Facilitateprioritization cyclesthat align regional needs with global product strategies and capacity constraints. Collaborate with global product owners, product managers, Sales, Client Services, Technology, Legal, and Strategy teams to ensure intake items are actionable and strategically aligned. Maintain, update, and improveintake governance documentation, workflow diagrams, templates, and standard operating procedures. Manage and optimize intake systems such as Jira, Jira Align, Confluence, Power BI / Power Platform dashboards, and other tooling used for pipeline management. Producerobust reporting and analytics, including throughput, volume trends, cycle times, quality assessments, regional contribution insights, and stakeholder satisfaction trends. Identify and implementprocess enhancements, including automation, gating improvements, and workflow refinements. Support global product planning cycles with insights drawn from intake requests, such as regional demand signals and emerging market needs. Delivertraining, communications, and changemanagement materials, ensuring global stakeholders understand how to engage with the intake process and what to expect. Collaborate closely with intake managers across other Visa business units toshare best practicesand ensure intake processes are thoughtfully connected. This is a hybrid position. Expectation of days in the office will be confirmed by your Hiring Manager. Qualifications Basic Qualifications: 5 or more years of relevant work experience with a Bachelors Degree or at least 2 years of work experience with an Advanced degree (e.g. Masters, MBA, JD, MD) or 0 years of work experience with a PhD Preferred Qualifications: 6 or more years of work experience with a Bachelors Degree or 4 or more years of relevant experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or up to 3 years of relevant experience with a PhD Experience leading cross functional processes within large, global, matrixed organizations. Understanding of product lifecycle management and product portfolio governance. Strong analytical and problem-solving skills, with experience building dashboards (Power BI, Excel, Jira reports, etc.) or analyzing pipeline data. Proficiency with product and workflow tools such as Jira, Jira Align, Confluence, Power Platform, or equivalent systems. Excellent communication and facilitation skills, including structured writing, presentation development, and cross functional alignment. Ability to influence without authority and build trust among regional and global stakeholders. Knowledge of consumer payments, digital wallets, cards, or other financial services products is a plus. Key Competencies Process Leadership: Able to build, refine, enforce, and scale structured intake governance. Strategic Alignment: Connects regional requests to global product strategies and business priorities. Stakeholder Influence: Navigates complex organizations and builds alignment across regions and functions. Analytical Insight: Uses data to diagnose process bottlenecks, improve quality, and inform portfolio decisions. Operational Excellence: Drives clarity, consistency, and rigor across intake workflows and documentation. Change Management: Introduces new ways of working with thoughtful communication, training, and stakeholder engagement. Customer & Market Perspective: Understands regional business needs and champions them effectively within global product discussions. AI Enhanced Productivity: Leverages AI tools and automation (e.g., generative AI, workflow automation, content generation, analytics augmentation) to streamline processes, improve decision quality, enhance documentation, and increase overall operational efficiency. Additional Information Work Authorization:Permanent Authorization to work in the U.S. is a precondition of employment for this position. Visa will not sponsor applicants for work visas in connection with this position. Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 121,100.00 to 193,800.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.

Must Have Technical/Functional Skills: Functional Expertise: Deep understanding of Oracle EBS modules like Oracle Financials (GL, AP, AR), Supply Chain (PO, INV, OM), and Projects (PA). Technical Skills: Strong grasp of business processes across finance, manufacturing, procurement, HR, and logistics. Strategic Thinking: Ability to align technical solutions with business objectives and operational requirements. Integration and Customization: Proficiency in designing customization strategies using Oracle Application Framework (OAF), Oracle Forms, PL/SQL, and ensuring seamless integration using APIs, Web Services, and middleware like Oracle SOA Suite. Performance and Scalability: Knowledge of performance tuning and scalability planning to ensure the architecture supports high availability and performance optimization. Roles & Responsibilities: Implementation of security best practices and compliance with regulatory standards (e.g., SOX, GDPR). Planning and execution of Oracle EBS upgrades, patches, and version migrations, including data migration Salary Range: $80,000-$110,000 a year #LI-CM2

A financial institution in Dallas seeks an IAM Director to lead the identity access management program. The successful candidate will manage a matrixed team, enhance IAM solutions, and ensure compliance with regulatory standards. Ideal applicants should have over 10 years in cybersecurity, including significant experience in IAM program leadership and familiarity with key regulatory frameworks. The role offers a competitive salary and excellent benefits. #J-18808-Ljbffr

Business Development Representative About the Role Venturity is looking for a dynamic, results-driven Business Development Representative to help accelerate our growth in the professional services sector. If you're naturally curious, thrive on building relationships, and have a passion for closing deals, this is your opportunity to shine. We offer a highly competitive compensation and commission structure, along with clear pathways for advancement and leadership. As the face of Venturity to our clients and partners across diverse markets, you'll collaborate closely with our business development and marketing teams to execute strategic growth initiatives. We're seeking someone who enjoys forging meaningful partnerships, leading cross-functional efforts, and is committed to long-term career growth. Key Responsibilities Lead the full business development cycle: networking, identifying opportunities, qualifying leads, and closing deals Build and maintain a strong pipeline aligned with Venturity's values and service offerings Set clear expectations and foster trust in client relationships Champion Venturity's brand through active marketing and outreach Design and implement go-to-market strategies that drive measurable growth Inspire and guide cross-functional teams to achieve shared goals-without direct reporting lines Representing Venturity at marketing events and contribute to new campaign development Qualifications Bachelor's degree from an accredited institution 5-7 years of direct professional service and advisory business development experience. Proven success in securing new business and driving revenue Strong commitment to continuous learning, client service, and ethical standards Solid business and financial acumen with a growth-oriented mindset Exceptional relationship-building skills with internal teams and external clients Energetic, collaborative, and motivated to make an impact About Venturity Venturity is a premier finance and accounting services firm based in Dallas, Texas. For over 20 years, we've been a trusted advisor to growing companies, offering a full suite of back-office solutions and CXO-level advisory services. Our consultative approach bridges the gap between accounting, technology, and operations, empowering clients to scale confidently without building an in-house accounting department. We combine cutting-edge technology with a team of seasoned professionals who prioritize relationships and reliability. Our holistic model ensures operational continuity and proactive financial management, giving our clients peace of mind and a strategic edge.