Venturity Financial Partners jobs in Dallas, TX - 6813 jobs

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

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 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

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 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

As a Card Product Manager, you will be responsible for the end-to-end management of Crypto.com card products. You will work closely with cross-functional teams including marketing, finance, risk management, and technology to ensure the success of card products and drive revenue growth. $150,000 - $250,000 a year Responsibilities Identify the most appropriate way to launch in a new country and manage the process end-to-end which includes critical stakeholder management and understanding of local regulatory requirements Be accountable for designing an achievable timeline and the delivery of the product into market Manage and improve relationships with business partners/ vendors (card schemes, issuers, acquirers etc.) to work out the best solution and commercial agreements for Crypto.com Obtain a detailed understanding of the product and help execute enhancements that aim at improving Crypto.com's market penetration, usage and profitability Lead cross-regional and cross-functional project teams Keep updated on current trends, competitors and developments in both the crypto and financial market Requirements Bachelor's degree in business, finance, marketing, or a related field. 8+ years of experience in product management, preferably in the financial services industry with a focus on card products. Strong understanding of card payment systems, regulations, and industry trends. Proven track record of successfully launching and managing card products that drive revenue growth. Excellent analytical, problem-solving, and project management skills. Effective communication and interpersonal skills, with the ability to collaborate cross-functionally and influence stakeholders at all levels. Experience with agile product development methodologies is a plus. Benefits Competitive salary Attractive annual leave entitlement including: birthday, work anniversary 401(k) plan with employer match Work Flexibility Adoption. Flexi-work hour and hybrid or remote set-up Aspire career alternatives through us. Our internal mobility program can offer employees a diverse scope. Our Crypto.com benefits packages vary depending on region requirements, you can learn more from our talent acquisition team. ***************** Empowered to think big. Try new opportunities while working with a talented, ambitious and supportive team. Transformational and proactive working environment. Empower employees to find thoughtful and innovative solutions. Growth from within. We help to develop new skill-sets that would impact the shaping of your personal and professional growth. Work Culture. Our colleagues are some of the best in the industry; we are all here to help and support one another. One cohesive team. Engage stakeholders to achieve our ultimate goal - Cryptocurrency in every wallet. Work Flexibility Adoption. Flexi-work hour and hybrid or remote set-up Aspire career alternatives through us - our internal mobility program offers employees a new scope. About Crypto.com Founded in 2016, Crypto.com serves more than 150 million customers and is the world's fastest growing global cryptocurrency platform. Our vision is simple: Cryptocurrency in Every Wallet™. Built on a foundation of security, privacy, and compliance, Crypto.com is committed to accelerating the adoption of cryptocurrency through innovation and empowering the next generation of builders, creators, and entrepreneurs to develop a fairer and more equitable digital ecosystem. Learn more at ******************* Crypto.com is an equal opportunities employer and we are committed to creating an environment where opportunities are presented to everyone in a fair and transparent way. Crypto.com values diversity and inclusion, seeking candidates with a variety of backgrounds, perspectives, and skills that complement and strengthen our team. Personal data provided by applicants will be used for recruitment purposes only. Please note that only shortlisted candidates will be contacted. #J-18808-Ljbffr

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.

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

DescriptionThe Loan Funding Specialist will be responsible for reviewing, processing, and funding all new loans. These transactions are time sensitive and must be processed with accuracy and efficiency. Types of loans funded will be commercial, real estate, agricultural, consumer, indirect and fresh start. Essential Duties Reviewing the Loan Funding Worksheet to ensure calculations are accurate. Ensuring the worksheet is complete. Reviewing the note and other documents for proper signatures. Preparing and processing all online funding entries, including GL entries, deposits, cashiers checks and wire transfers. Uploading the loan to the Silverlake System. Documenting and recording online funding entries. Answering questions, resolving problems, and responding to requests for funding promptly and courteously. Maintaining work area in a clean, neat and professional manner. Performing miscellaneous duties as assigned. Participating in training sessions as required by supervisor. Equal Opportunity Employer/Veterans/Disabled

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

Job Information Job Identification 210700344 Business Unit Asset & Wealth Management Posting Date 01/09/2026, 08:59 PM Job Schedule Full time Job Shift Day Job Description We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first‑class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience Generate business results and acquire new assets, both from existing client base and new client acquisition Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs Partner with internal specialists to provide interdisciplinary expertise to clients when needed Connect your clients across all lines of business of J.P. Morgan Chase & Co. Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required Qualifications, Capabilities, and Skills Bachelor's Degree required Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Proven sales success and strong business acumen Strong community presence with an established network Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills MBA, JD, CFA, or CFP preferred Proactive, takes initiative, and uses critical thinking to solve problems Dynamic and credible professional who communicates with clarity and has exceptional presentation skills Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business Experience with and in depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate About Us 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 About the Team J.P. Morgan Asset & Wealth Management delivers industry‑leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. #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

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!

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

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

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

NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street the heart of New York City's financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 & SIE license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************

DescriptionThe position of Teller Support Specialist is responsible for offering assistance to the Lubbock and surrounding area branches by performing branch teller services, new account services, and assisting with customer service issues. They will do so in a professional, timely and efficient manner and according to established bank policies and procedures. Essential Duties Represents the bank in a courteous and professional manner. Furnishes prompt, efficient and accurate service in processing transactions. Able to interact and adapt to different branches and their specific needs or requests. Travels from branch to branch on a daily basis or as requested. Monitors the TSS Calendar consistently and is prepared at all times for any changes that may present itself within the daily schedule. Is prepared at all times with their name tag, name plate and teller stamp. Retains vast amounts of knowledge in many different areas of the bank. Prepares teller window with adequate supplies and is organized and ready to serve customers by regularly scheduled opening times. Maintains a high level of security awareness within daily work responsibilities such as the safekeeping of teller cash by locking teller drawers and computer. Maintains proper amounts of cash in teller window. Refrains from distractions that prevent the best service to our customers, whether they are engaged with them or not. Distractions such as food, drinks, cell phones, tablets, internet, television or any other item that is not work related and/or inappropriate or unprofessional conversations. Attention to detail and excellent communication skills are required. Actively cross-sells bank products and services. Accepts checks and cash for deposit processing, following written procedure at all times. Verifies deposit amounts and examines checks for endorsement and negotiability. Processing transactions upon verification of signatures and customer account balances. Inspects all checks, money orders, savings withdrawals, etc. to determine their negotiability. Receives credit card payments and processes those according to written procedure. Receives payments for loans such as mortgage, installment, and commercial, ensuring that payments equal the amount due and that all late charges, if applicable, are collected AND properly reads any and all messages that may be placed on such accounts. Cashes City Bank checks for non-bank customers upon verification of identification and appropriate approval, as required. Assist in working night depository bags/envelopes, dropped bag and/or handling bank-by-mail deposits. Issues cashier's checks to customers based on a collected balance. Prepares cash advance requests, obtaining proper authorization. Ensures that the cash advances are balanced and transmitted daily. Maintains MC/EMV supplies. Redeems E/EE/I savings bonds. Accepts stop payments on checks. Accepts and exchanges foreign currency by following proper written procedures. Sends checks and drafts to collections department. Completes Monetary Instrument Log through the Teller system for cash transactions purchasing a monetary instrument (cashier's check) beginning at $3,000. Completes Currency Transaction information through the Teller system for cash transactions at $5,000 or over $10,000. Prepares wire transfer requests as provided in written procedures. Balances teller window daily under dual control and ensures that they stay under their designated drawer limit. Performs opening and closing responsibilities if and when assigned. Sets up such tasks as preauthorized transactions, direct deposits, and change of addresses. Responds to customer account inquiries in a friendly professional manner. Provides customer with copies of statements. Verifies incoming cash shipments under dual control if asked or needed. Maintains ATM on a daily basis, handling deposits, balancing, replenishes cash and supplies if needed. Answers phones in a friendly and professional manner. Encodes and provides daily work for proof and meets courier deadlines. Attends additional trainings and meetings as required by management. Complies with required training courses in a timely fashion. Always greets customers with a smile whether in person or on the phone. Having good knowledge of City Bank's products and services and know when to suggest them. Follows proper procedures when ordering checks for customers. Makes changes signature cards. Closes accounts when necessary. Please also see Branch Services Teller job description for further details. Equal Opportunity Employer/Veterans/Disabled

Venturity is partnering with an Advanced Avionics manufacturing client to hire a senior finance leader who will report directly to the President and lead efforts to architect, stabilize, and elevate the organization's finance and accounting functions. The Sr. Director, Finance serves as the company's senior financial leader and primary advisor to the President on financial strategy, risk, and performance. Client Profile: • Industry: Manufacturing - Advanced Avionics • Company Size: 80 employees in two locations (US, UK) • Location: Irving, TX - Onsite Fulltime - minimal travel to other sites. • Competitive compensation and benefits package This role is designed for a strategic and detail-oriented finance executive who can: Own financial outcomes and ensure accuracy and governance. Provide judgment and strategic insight to guide decision-making. Build scalable finance infrastructure to support growth and expansion. Partner with both an internal team and an outsourced accounting firm that manages day-to-day accounting and close activities. What You'll Be Responsible For Finance Architecture & Integration Design and own the finance systems and reporting architecture across U.S., and UK entities Oversee the accurate consolidation of entities, charts of accounts, revenue mapping, and expense classification Own and partner with IT / Business Operations to align ERP and system integrations Establish standardized internal controls and process playbooks Own data governance and reporting standards Accounting Ownership & Governance Serve as the internal owner accountable for the accuracy of financial statements Own GAAP interpretations, accounting policies, and materiality thresholds Oversee the execution of the company's monthly reporting requirements, including reviewing monthly and year-end financials prepared by the outsourced accounting team Lead management's risk assessment + mitigation planning (SOX, etc.) FP&A & Strategic Support Own budgeting, forecasting, and reforecasting processes Build financial models and scenario analysis to support growth and acquisitions Translate financial results into actionable insights for leadership and department heads Monitor covenant compliance and lender reporting Support M&A strategy and scenario planning. Support long-range strategic planning Audit, Tax, Treasury & External Relationships Own relationships with auditors, and banking partners Oversee audit coordination and review technical accounting and position memos Own cash flow forecasting, liquidity planning, and payment prioritization Team Leadership & Capability Building Provide senior-level oversight and mentorship to the US and UK accounting and finance team Elevate financial acumen and decision-making across the organization Act as the senior internal counterpart to the outsourced accounting firm Qualifications 10+ years of progressive finance and accounting experience Ability to develop financial models and business cases to support growth initiatives Strong Foundation in GAAP Reporting Experience in multi-entity across international environments ERP and systems architecture experience strongly preferred Advanced Degree strongly preferred Syteline ERP and MS BC 365 Experience a Plus PHYSICAL DEMANDS While performing the duties of this job, the person is occasionally required to stand, walk, sit, use hands to finger, reach with arms and hands, climb stairs, stoop, kneel, crouch, talk or hear. The person must occasionally lift and/or move up to 30lbs. The physical demands described here are representative of those that must be met by an Associate to successfully perform the essential functions of this job. The Associate should be able to see, hear and understand speech, communicate, lift computer equipment, supplies and materials, and use office equipment and computers. If requested by an applicant or employee, we may provide reasonable accommodation to enable individuals with disabilities to perform the essential job functions. The above statements are intended to describe the general nature and level of work performed. They are not intended to be construed as an exhaustive list of all duties required of personnel so classified. We have the exclusive right to alter this job description at any time without notice. WORK ENVIRONMENT While performing the duties of this job, the person is exposed to weather conditions prevalent at the time and an air-conditioned and heated office. The noise level is occasionally high. FreeFlight Systems & Flight Data Systems is fully committed to Equal Employment Opportunity and to attracting, retaining, developing and promoting the most qualified employees without regard to their race, gender, color, religion, sexual orientation, national origin, age, physical or mental disability, citizenship status, veteran status, or any other characteristic prohibited by federal or state law. We are dedicated to providing a work environment free from discrimination and harassment, and where employees are treated with respect and dignity.