At
WEST
consin Credit Union, we believe in the power of people helping people. Our mission is to give members, communities, and one another the inspiration, resources, and support to achieve financial wellness. We fulfill our mission by creating a positive impact in our members' lives by providing trusted financial services and building lasting relationships. If you're looking to work for an organization where your contributions matter, where teamwork and community are at the heart of everything we do, and where you can grow in a dynamic, supportive culture-then you're in the right place! We're more than just a credit union; we strive to make a real difference. Ready to make an impact? Let's grow together!
What You'll Be Doing:
Conducts new employee benefit orientation sessions; provides specific benefit information; and gathers and processes necessary enrollment information.
Supports employee benefit and insurance programs including but not limited to:
Serve as a resource for employees and leaders on benefits-related inquiries.
Maintain and develop communication tools to enhance understanding of the company's benefits programs.
Coordinate and process benefit enrollments, life events, and related compliance requirements.
Review and reconcile monthly benefit invoices for accuracy and collaborate with accounting to ensure timely payment.
Assist with planning and execution of annual benefits enrollment, including system set up, reporting, auditing, and employee education.
Partner with vendors and internal teams to assist with implementation of new benefit offerings, system setup, and coordinate employee rollout and communications.
Assist additional HR functions, including tasks such as 401(k) administration, audits, year-end reporting, and wellness initiatives.
Act as a back-up for the Benefits Administrator to ensure continuity of service during absences or peak periods
Manage full cycle recruitment for some retail offices, collaborating with leaders to understand skills and competencies required for job openings
Makes recommendations for hiring including wage determinations at the time of hire
Identifies organization trends, in consultation with the HR team, to provide recommendations for solutions, programs, and policies
Administers leave of absence processes in compliance with State and Federal regulation
Maintains knowledge of trends, best practices, regulatory changes and new technologies in human resources and talent management
Hybrid- Must reside in Wisconsin or Minnesota
What You'll Need to Be Successful:
Bachelor's Degree in HR or a related field or equivalent years of experience required
3 years of experience in HR, with a focus on recruitment and benefits
Prior benefits administration strongly preferred
Proficiency in HRIS and ATS systems
Proven ability to manage multiple priorities in a fast-paced environment
Excellent communication skills, both written and verbal
Ability to maintain confidentiality and handle sensitive information with professionalism
Why Choose
WEST
consin:
Health, Dental, and Vision Insurance Plans
Annual Healthy Living Fund Contribution
Student Loan Repayment Program
Competitive Salary
Impressive 401(k) Contribution and Match Plan
Paid Time Off Accrual
11 Paid Holidays
Visit
WEST
consin Careers
$50k-62k yearly est. 21d ago
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Member Sales & Growth Advisor (Hybrid- Based out of Menomonie or Hudson)
Westconsin Credit Union Careers 3.7
Menomonie, WI jobs
At
WEST
consin Credit Union, we believe in the power of people helping people. Our mission is to give members, communities, and one another the inspiration, resources, and support to achieve financial wellness. We fulfill our mission by creating a positive impact in our members' lives by providing trusted financial services and building lasting relationships. If you're looking to work for an organization where your contributions matter, where teamwork and community are at the heart of everything we do, and where you can grow in a dynamic, supportive culture-then you're in the right place! We're more than just a credit union; we strive to make a real difference. Ready to make an impact? Let's grow together!
What You'll Be Doing:
Leads the development, delivery, and sustainment of
WEST
consin's member-focused sales and growth culture by initiating new strategies, reinforcing existing practices in alignment with direction of the Vice President - Member Advocacy & Sales.
Researches, recommends, participates in, and possibly leads training programs that could impact member engagement
Provides thought leadership on emerging trends in member engagement and sales
Drives growth and retention strategies aligned with organizational goals
Utilizes analyzed insights from both the Voice of Member data and Customer Relationship Management tools to inform enhanced member experiences.
Identifies and provides actionable insights to inform strategic recommendations to the Vice President - Member Advocacy & Sales for all areas in the credit union, including frontline, lending, and CUSOs.
Partners with department leaders assess sales performance and identify opportunities for improvement based on metrics of success and organization-wide goals.
Monitors effectiveness of engagement and sales programs and adjust strategies as needed.
Ensures consistent adoption of sales and growth culture throughout the entire organization.
Promotes cross-functional collaboration to ensure consistency in member experiences across channels.
Manages the administration and development of organizational Service Level Agreements (SLAs) and collaborates with leaders to create and refine SLA standards.
Lead employees and/or project teams through member journey mapping to help identify gaps in service.
Partners with leaders to support coaching, trainings, observations, and meetings within their teams to help increase knowledge and skills around member engagement and sales.
Coaches and mentors leaders to strengthen their ability to provide effective performance feedback and enhance coaching skills, driving success in member experience metrics
Acts as project lead or participates on a project team with any project that is assigned through Strategic Planning and/or departmental projects
*Hybrid Position based out of Menomonie or Hudson, WI and will require some onsite work. Must reside in either Wisconsin or Minnesota*
What You'll Need to Be Successful:
Bachelor's degree or equivalent experience
3-5 years related work experience required
Why Choose
WEST
consin:
Health, Dental, and Vision Insurance Plans
Annual Healthy Living Fund Contribution
Student Loan Repayment Program
Competitive Salary
Impressive 401(k) Contribution and Match Plan
Paid Time Off Accrual
11 Paid Holidays
Visit
WEST
consin Careers
$30k-36k yearly est. 22d ago
FINRA (6/63 or 7/63) Customer Service Representative - REMOTE Nationwide
Northwestern Mutual 4.5
Wisconsin jobs
Primary Duties and Responsibilities
Delivers a personalized and remarkable experience for our clients by answering their questions, providing servicing options and helping them with their products or services in a call center environment
Proficient at resolving inquiries and transactions from Financial Reps and clients on basic and intermediate (semi-complex) level calls and transactions in a registered area and is learning to become proficient in complex work.
Researches and evaluates possible solutions to complex problems that requires identifying root cause and some deviations from procedures
Takes ownerships of calls and anticipates future issues to avoid repeat calls and unnecessary call transfers
Ability to de-escalate client experience situations effectively while guiding clients through complex and unique inquiries.
Serves as a trusted advocate for our Financial Representatives and partners with them to meet the needs of our clients.
Embraces new technology and serves as an advocate for website and self-service capabilities by educating clients and field. Understands risks and impacts that the transaction has on the client or policy.
Understands how systems connect to processes and outcomes.
Drives change and embraces continuous improvement by creating processes and provisions to accommodate change.
Fosters a professional relationship with our clients to enhance brand loyalty
Handles phone and transactional responsibilities while adhering to strict confidentiality and privacy standards
Adept at shifting work priorities to meet the needs of the business and customer demand.
Qualifications
Associates degree in business or related field or equivalent combination of education and experience
Minimum of 2 years related customer service experience with proven customer service skills
Advanced understanding of Investment or Income markets or products (i.e. VA, VL, VUL Retirement or Business markets)
A basic understanding of tax implications
Advanced written and verbal communication skills
Ability to multi-task and handle high volume of calls/case load with the greatest possible degree of accuracy
Strong organization skills with the ability to prioritize tasks.
A strong desire to continuously learn and improve
Strong problem-solving skills and ability to provide options
Demonstrated computer experience with solid keyboarding skills and proficiency with current software packages
This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.Series 63 - FINRA, Series 6 - FINRA, SIE - FINRA
Compensation Range:
Pay Range - Start:
$21.35
Pay Range - End:
$32.02
Geographic Specific Pay Structure:
We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
$21.4 hourly Auto-Apply 60d+ ago
Director of Plan Administration
Kerberrose S.C 3.5
Wisconsin jobs
The Director of Plan Administration will lead the day-to-day operations of our Plan Administration team. This individual is responsible for overseeing a team of administrators, ensuring timely and accurate delivery of compliance testing, Government filings, and annual reporting for our Plan Sponsors. The ideal candidate has technical expertise in Qualified Retirement Plans, proven leadership experience, and a commitment to delivering exceptional service to Plan Sponsors and Financial Advisors.
________________________________________
Key Responsibilities:
Lead and manage the Plan Administration team, including hiring, training, mentoring, and performance reviews.
Oversee the administration of Defined Contribution Plans, including Nondiscrimination Testing (ADP/ACP, Top-Heavy, Coverage), Contribution calculations, and Forms 5500 preparation.
Coordinate with Actuarial Service providers regarding Paired Plans.
Ensure compliance with DOL, ERISA and IRS Regulations and keep team updated on Regulatory changes.
Oversee the preparation of Plan Sponsor initiated Amendments and IRS-mandated Restatements
Act as a technical resource for internal staff and external clients on complex Plan design and compliance issues.
Maintain strong relationships with Plan Sponsors, Financial Advisors, recordkeepers, and other stakeholders.
Develop and implement process improvements to increase efficiency and accuracy.
Support the onboarding of new Plans and coordinate the transition of existing Plans.
Manage workload distribution and deadlines to ensure timely and quality deliverables.
Collaborate with Executive leadership on business strategy, Plan Sponsor delivery, and growth initiatives.
Monitor key performance indicators (KPIs) and report progress and risks to leadership.
Requirements
Qualifications:
Bachelor's degree in Accounting, Business, or related field (or equivalent experience).
7+ years of experience in Qualified Retirement Plan administration.
3+ years of leadership or management experience in a TPA or similar environment.
Strong knowledge of DOL, ERISA and IRS rules governing Qualified Retirement Plans.
Professional credentials such as QKA, QKC, QPA, CPC, or NIPA equivalent preferred.
Excellent analytical, organizational, and communication skills.
Experience with TPA administration software (e.g. ASC Compliance and Document, Plan Sponsor Connect, FTWilliam) preferred.
High level of attention to detail and ability to manage multiple priorities.
Benefits:
Competitive salary and performance-based bonus
Health, Dental and Vision insurance
401(k) with Employer Matching Contribution
Paid time off and holidays
Opportunities for professional development and Continuing Education
Flexible work environment and remote work options (if applicable)
$66k-82k yearly est. 60d+ ago
Director of Performance Marketing
Recovery.com 4.0
Madison, WI jobs
Job DescriptionDescription:
We are an aspirational brand with a big mission: to be the best place to find mental health and addiction treatment for anyone, anywhere. To get there, we need to ensure our key audiences-patients seeking care, their loved ones, professionals who refer people to treatment-know who we are and trust that we can help them find the right treatment and resources.
As Director of Performance Marketing, you'll play a critical role in advancing that mission by driving high-quality traffic to our platform through high-performing paid channels. Your work will help more people discover treatment options at the moment they need them most. You'll own and scale our paid media strategy, lead creative and channel innovation, and collaborate cross-functionally to ensure we're reaching the right people with the right message at the right time.
Work Location
Madison, WI
How you know you're being successful
Paid marketing campaigns consistently meet or exceed ROI and quality targets across core and emerging channels
New channel tests are launched and evaluated regularly, with high-performing opportunities scaled quickly
Stakeholders are confident in our paid media investment strategy and outcomes
We'll expect you to do things like these
Own marketing budget allocation and make data-backed decisions on spend across channels
Manage, optimize and scale paid campaigns across Google Ads, programmatic, and native advertising platforms
Partner with the Paid Social Marketing Manager to grow paid social as a performance channel.
Design and execute creative testing frameworks that drive incremental performance
Identify and test new and emerging paid media channels-such as connected TV (CTV)-that show strong promise against ROI and traffic quality goals
Build and refine audience targeting strategies to reach individuals, families, and professionals searching for treatment
Analyze campaign performance using tools like Amplitude to surface actionable insights and guide strategy
Develop marketing analytics capabilities to improve understanding of long-term metrics like audience LTV
Collaborate with product and external partners to improve our attribution capabilities
Work closely with the Ad Operations team to ensure we're delivering performance, value, and reporting that supports advertising partner success
Collaborate cross-functionally with content, design, engineering, and data teams to support paid initiatives
Required Qualifications
10+ years of experience managing performance-based paid media campaigns
Strong track record owning paid media budgets and scaling channels to hit ROI and traffic quality goals
Expertise in Google Ads
Proficiency in Meta and native/programmatic platforms, with hands-on experience
Familiarity with analytics platforms like Amplitude to evaluate user behavior and campaign outcomes
What we think will improve your chances of success
Experience using StackAdapt or similar programmatic platforms
Experience working in a fast-paced startup or growth environment
Ability to manage agency relationships and vendor evaluations
Demonstrated comfort with high levels of ownership and accountability
Excellent communicator with strong presentation and stakeholder management skills
Deep understanding of marketplace business models and performance dynamics
Experience leading and developing high performing teams
Travel Expectations
Twice a year for company gatherings. Occasional travel for conferences where appropriate.
Compensation
The base salary range for this position is $135,000-$175,000, plus eligible benefits. Compensation may be adjusted based on tenure and experience. For employees residing in Dane County, total annual compensation including the housing stipend is approximately $143,823-$183,823.
Dane County Housing Stipend
We strongly value in-person work and collaboration, so for full-time employees residing in Dane County, we offer a housing stipend of $735.26/month in addition to your salary ($8,823.12/yr; half of the Fair Market Value of a 2BR apartment in Madison according to rentdata.org).
Equity Options
In addition to your cash compensation, you will receive options to buy stock in Recovery.com at a set strike price. These options will vest on a four-year schedule and present an exciting opportunity to benefit from the upside of our company's growth.
Quarterly Bonus
An additional 10% of base earnings is paid out quarterly when the company meets its revenue target.
Benefits and Perks
This role is eligible for the following benefits and perks:
Medical, Dental, and Vision Insurance (100% of premiums paid for employees, 50% of premiums paid for dependents)
Short- and long-term disability and basic life insurance
401K (100% company match up to 3% and 50% on the next 2%)
Paid time off, paid holidays, and leaves of absence
Education Assistance (for educational coursework directly related to your role)
Flexible hybrid and work-from-home policy
Physical Requirements
Sit down and operate a computer for extended periods of time
Able to work in an open office environment
Lift items weighing up to 15 lbs
About Recovery.com
Each year, 90% of people who need addiction treatment don't receive it. One of the major reasons is the difficulty in finding a treatment provider, and as people increasingly turn to the internet over family, friends, or medical professionals to find care, Recovery.com is making a difference in thousands of people's lives by providing a comprehensive, user-friendly resource for finding addiction and mental health treatment.
Launched in 2017, Recovery.com is a late-stage startup based in Madison, WI, on a mission to be the the most trusted online resource for connecting patients and mental health providers. We are rapidly growing and profitable, and looking to scale our impact by helping as many people as possible find the treatment they need.
Our core values aren't just words to us! They define who we are and how we work. People who are successful at Recovery.com:
Regularly show compassion and empathy for customers, patients, and fellow colleagues
Display vulnerability by demonstrating authenticity with themselves and encouraging it in others
Strive for growth and humbly seek to improve in all aspects of work
Demonstrate joy and a positive attitude in every interaction, from office conversations to solving difficult problems
Exhibit accountability by not only fulfilling their own responsibilities, but helping others in their work as well
Embrace creativity by testing the norms and being open to new ideas
Equal Opportunity Statement
Recovery.com is an equal opportunity employer committed to diversity and creating an inclusive environment for all our employees. We welcome applicants regardless of ethnic origin, national origin, veteran status, gender identity, race, religious beliefs, disability, sexual orientation, age, or any other protected characteristic. We value the talents of individuals from all backgrounds and actively seek a diverse workforce.
Requirements:
$50k-69k yearly est. 12d ago
Territroy Sales Representative
Arrow Financial Business 3.9
Green Bay, WI jobs
Benefits:
Bonus based on performance
Opportunity for advancement
Training & development
Flexible schedule
Stock options plan
We're on a mission to empower our clients while providing ambitious professionals the platform to achieve remarkable personal and career growth. As we expand into new local markets, we're seeking driven individuals who crave income control, career advancement, and the chance to make a tangible impact.
Position Overview:
As a Senior Outside Sales Representative, you'll embark on a dynamic journey through our comprehensive training program, combining online courses, hands-on field experience, and personalized mentorship. With the support of seasoned field trainers, you'll quickly master sales cycles, from initial outreach to closing deals, honing advanced techniques along the way. Sales experience is welcomed but not required; what matters most is your drive and eagerness to succeed.
In this role, you'll own your local territory, connecting with small to medium-sized businesses across diverse industries. Whether conducting in-person meetings with decision-makers or delivering impactful group presentations, you'll have the autonomy to build relationships, solve problems, and achieve exceptional results.
Core Responsibilities:
Leverage our customized CRM systems to identify leads, track progress, and build lasting client relationships while expanding your professional network.
Seek out key decision makers to build trusted relationships.
Respond promptly to client inquiries, ensuring clear communication through phone, email, or text.
Schedule and conduct meetings with potential and existing clients to assess their insurance needs.
Engage in regular check-ins with your sales manager and team to share insights and refine strategies.
Proactively visit new businesses, cultivate relationships, and follow up on referral leads while ensuring consistent client service.
Build and manage a robust client portfolio with a focus on long-term partnerships.
Collaborate with leadership to set ambitious monthly and quarterly sales goals, tracking your progress and celebrating milestones.
Design your weekly schedule and commit to your plan, reporting activities and results to your manager.
Maintain consistent daily work stats and sales activities.
What We're Looking For:
Exceptional interpersonal skills with a talent for making authentic connections.
Unwavering ambition, resilience, and a passion for delivering results - whether in sales, sports, or leadership roles.
Clear personal goals, a winning mindset, and a relentless drive to exceed expectations.
Quick thinking, sharp situational awareness, and the ability to thrive under pressure.
Hunger for continuous learning and development, coupled with strong time management skills and the ability to work independently.
Backgrounds in competitive sports, coaching, or other performance-driven environments often translate to top performers in this role.
Additional Qualifications:
Active Driver's License and reliable transportation.
Active Health & Life Insurance Producer license in your resident state (or willingness to obtain with provided support).
Bachelor's degree or minimum of 4 years post-high school work experience (candidates nearing degree completion or with relevant sales/athletic experience will be considered).
What We Offer:
Comprehensive classroom and field training, setting you up for long-term success.
Competitive weekly pay plus uncapped commissions with a short sales cycle
Performance-driven incentives, including monthly cash bonuses, quarterly stock share bonuses, incentive trips, and vested renewal commissions.
Clear performance-based promotion paths, ensuring your hard work and achievements are always recognized.
Flexible work from home options available.
Compensation: $75,000.00 - $120,000.00 per year
$75k-120k yearly Auto-Apply 60d+ ago
Regulatory and Risk Business Process Consultant - Hybrid
Northwestern Mutual 4.5
Milwaukee, WI jobs
As a Business Process Consultant, you'll be called upon to think strategically. You'll work across functions and/or departments to understand the needs of the business, facilitating relationships between business clients and technical resources. With a focus on addressing business processes and the underlying systems that support those processes, you will identify options, work to gain consensus on approach, develop requirements and related business rules, and work closely with business unit and technology subject matter experts to implement solutions for solving complex business challenges. Confident, persuasive, and persistent, you will negotiate and communicate with business clients, vendors, and field-based employees to ensure expectations are managed and critical objectives are addressed. Upon solution implementation, you will drive organizational change management activities to promote adoption of the change and minimize impact to people and processes.
Primary Duties and Responsibilities
* Accountable for identifying, understanding and documenting the current state, opportunities for improvement and future state business processes in order to meet business objectives. Includes problem definition, cost benefit analysis and options analysis. Scope of efforts may cross departments and/or business functions.
* Accountable for eliciting, analyzing, representing and validating complex business needs to create requirements in order to achieve business objectives. Identifies options and negotiates to achieve consensus in order to meet enterprise business needs.
* Accountable to provide consultation for the most complex issues. Coordinates the resolution of multiple issues and/or solution work-arounds in order to keep the operation functioning or respond to service requests. Negotiates and communicates with business clients, vendors, field and leadership to develop strong relationships to ensure objectives are addressed and expectations are managed.
* Accountable for planning, prioritizing and coordinating future efforts in order to meet business objectives. Efforts may include support, enhancements and small or large projects.
* Accountable for identifying and managing client acceptance testing, training and communication needs in order to ensure successful implementations.
* Accountable for managing organizational change management activities in order to promote adoption of the change and minimize impacts to people and processes.
* Accountable for leading, coaching and mentoring other staff members in order to ensure quality deliverables.
* Accountable for providing information and analysis for the business including ad-hoc reporting and measures and metrics in order to support the business decision making process.
Qualifications
* Bachelor's degree with an emphasis in MIS, Business or related field; or related work experience beyond the minimum required
* Six or more years of experience/knowledge of business operations/processes to include analysis, design, documentation, using industry best practices and standards
* Demonstrated flexibility to adjust to changing business needs by effectively managing and prioritizing large or complex concurrent assignments
* Proven ability to identify and cultivate relationships with key stakeholders representing a broad range of functions and levels.
* Proven ability to negotiate skillfully in difficult situations with both internal and external groups to include settling differences
* Excellent communication skills focused on facilitation of meetings; ability to deliver informative, well-organized documentation and presentations and ability to effectively communicate in difficult and sensitive situations
* Knowledgeable in current policies, practices, and ability to anticipate future trends affecting the business unit from a systems and process perspective
Skills You Have (NM Behaviors)
* Consulting: Connects with stakeholders to understand and gain specific information to help resolve customer problems in a given domain. Communicates effectively intent to customers, solicits customer requirements, utilizes domain knowledge and collaborates with the right stakeholders.
* Technical and Digital Acumen: Leverages knowledge and approaches of digital products and technologies to solve problems, complete tasks and accomplish goals. Demonstrates effective adaptability to new and emerging technologies.
* Analytical Thinking: Organizes and compares various aspects of a situation to comprehend and identify key or underlying complex issues through the use of quantitative data and analysis; leverages strong business acumen, problem solving, and interpersonal skills to think critically about situations from multiple perspectives and consistently seeks ways to improve processes.
* Prioritization: Assesses and accurately assigns priority levels to different tasks based on importance, urgency, and alignment to business and strategic goals.
* Program Management: Oversees and is responsible for the realization of larger workstream goals and manages activities that span across the program. Understands technical aspects of the program, defines scope, develops schedules, and manages resourcing, risks, and dependencies to deliver successful outcomes.
Compensation Range:
Pay Range - Start:
$76,650.00
Pay Range - End:
$142,350.00
Geographic Specific Pay Structure:
Structure 110:
Structure 115:
We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
$76.7k-142.4k yearly Auto-Apply 21d ago
Senior Mechanical Engineer
Eaton Corporation 4.7
Madison, WI jobs
Eaton's ES AMER ESS division is currently seeking a Senior Mechanical Engineer to spearhead the design and implementation of mechanical systems - including HVAC, piping, and fire suppression - for mission-critical infrastructure, with a strong emphasis on data center environments. As the Engineer-of-Record, you will collaborate across disciplines to deliver high-performance, design-build solutions that meet demanding technical and operational requirements
The expected annual salary range for this role is $97000 - $143000 a year. This position is also eligible for a variable incentive program.Please note the salary information shown above is a general guideline only. Salaries are based upon candidate skills, experience, and qualifications, as well as market and business considerations.
**What you'll do:**
The Project Operations Team provides comprehensive engineering, procurement, and construction (EPC) services throughout the entire project lifecycle. Our team is committed to delivering reliable and efficient turnkey services while ensuring client satisfaction throughout the project journey. Our turnkey solutions encompass various stages such as project conception, specification development, engineering design, equipment procurement, construction, installation, testing, and commissioning. With a single point of accountability, our team specializes in handling both greenfield and brownfield turnkey projects and has expertise in designing and constructing high and medium-voltage substations and developing power distribution solutions for utilities, government, data centers, industrial, and commercial facilities.
**Key Responsibilities:**
- Conduct site assessments and support proposal development, including vendor coordination and cost estimation.
- Design HVAC systems including Evaporative Systems, Chilled/Condenser Water/Fluid Cooled Systems, Air Handling Systems with Hot/Cold aisle containment, liquid cooling designs/technologies at rack/row level and Building Management Systems (BMS) and automation controls.
- Develop concept drawings for proposals and detailed construction drawings for awarded projects. Produce and review equipment submittals.
- Act as the mechanical subject matter expert, partnering with internal team (electrical designers, AE engineers, PMs) and external stakeholders (vendors, contractors, regulatory bodies) to resolve issues and manage risks.
- Provide on-site support during construction, including responding to RFIs and participating in project meetings and commissioning activities.
- Participate in factory and field testing, commissioning, and quality assurance to ensure proper system integration.
- Demonstrate a willingness to learn about critical power distribution systems.
**Qualifications:**
**Basic Qualifications:**
- Bachelor's degree in Mechanical Engineering from an accredited institution.
- Minimum 10 years of experience in HVAC design and construction, including at least 7 years focused on data centers or mission-critical liquid cooling systems.
- Licensed Professional Engineer (PE) is required.
- Eaton will not consider applicants for employment immigration sponsorship or support for this position. This means that Eaton will not support any CPT, OPT, or STEM OPT plans, F-1 to H-1B, H-1B cap registration, O-1, E-3, TN status, I-485 job portability, etc.
- Must reside in the United States and open to a remote position. Relocation is not offered.
**Preferred Qualifications:**
- 15+ years of professional experience in building HVAC design and construction with minimum 10 years' experience in data center or mission critical liquid cooling designs.
- Proficient in industry codes/ standards: UMC, NFPA, ASHRAE, UBC.
- Demonstrated knowledge of and experience with local/state code compliance and international building codes.
The application window for this position is anticipated to close on 1/30/2026
We are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant's race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, marital status, genetic information, protected veteran status, or any other status protected by law.
Eaton believes in second chance employment. Qualified applicants with arrest or conviction history will be considered regardless of their arrest or conviction history, consistent with the Los Angeles County Fair Chance Ordinance, the California Fair Chance Act and other local laws.
You do not need to disclose your conviction history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if Eaton is concerned about conviction that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report.
To request a disability-related reasonable accommodation to assist you in your job search, application, or interview process, please call us at ************** to discuss your specific need. Only accommodation requests will be accepted by this phone number.
We know that good benefit programs are important to employees and their families. Eaton provides various Health and Welfare benefits as well as Retirement benefits, and several programs that provide for paid and unpaid time away from work. Click here for more detail: Eaton Benefits Overview. Please note that specific programs and options available to an employee may depend on eligibility factors such as geographic location, date of hire, and the applicability of collective bargaining agreements.
$97k-143k yearly 12d ago
Bookkeeper Manager
MBE CPAs 4.0
Black Earth, WI jobs
Job Description
What's the role?
Our Client Accounting Services (CAS) Supervisors are a key part of the CAS team, working with clients to provide support for bookkeeping, payroll, and QuickBooks, always ensuring compliance with GAAP and related tax rules and regulations. This includes:
Providing full charge bookkeeping services to multiple clients using QuickBooks.
Processing payrolls, including direct deposits, and generating monthly/quarterly/year-end statements.
Providing QuickBooks support and consulting, including training clients on managing their records in QB on an as-needed basis.
Supporting the client by providing a catch-up of the year's financial activity to produce the tax return.
Managing a book of business and delegating work to other CAS team members.
What experience and skills do I need to be successful?
3+ years in a similar role within a public accounting firm.
Two-year Associate Degree in Accounting preferred or equivalent level of bookkeeping experience.
Knowledge of generally accepted principles of accounting.
Intermediate to advanced skills in QuickBooks software.
Great Perks and Benefits:
Some major perks this firm can offer are long-term job stability, work-life balance to support raising a family, and significant opportunities to grow your career within the firm. In addition:
Onsite, hybrid, or remote work arrangements. Remote work allowed for candidates with 3+ years of directly related experience.
Relocation packages include the ability to work remotely during the transition to the area.
Competitive medical, dental, and vision insurance plans.
FSA/HSA account options.
Paid Time Off (PTO).
401k employer matching program to save for retirement.
Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education.
Supplemental insurance options for life, AD&D, STD, LTD, and critical illness.
Bonuses for helping with business development leads.
Incredible potential for upward mobility and career growth.
What will my schedule look like?
This role supports our office hours of Monday-Friday 8a-5p with a steady 40 hours per week. Generally, overtime is not expected except during January and February when the CAS team works about 50 hours per week for year-end. Unlimited overtime is available January-March and May-September the office closes at noon on Fridays for summer hours.
How do I join?
First step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE accounting team.
What else are you hiring for?
See all MBE CPA's openings on their website or reach out to our Lead Recruiter, Jazmine Hoile, on LinkedIn.
More about the MBE Affiliate Group:
MBE CPAs is a team of accounting experts who use our industry-based knowledge to help others succeed in their financial journeys. We expanded our services from just accounting and tax to now include an entire affiliate group of services to support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.
$39k-54k yearly est. 10d ago
Senior Business Program Manager (hybrid)
Northwestern Mutual 4.5
Milwaukee, WI jobs
Accountable for the design, development and implementation of home office leader development programming and experiences from new leader to executive leadership, including development of high potential talent, to enable leaders to achieve success in their current leadership role and prepare them for advancement to higher levels of leadership in the future.
Primary Duties & Responsibilities:
* Designing, development and testing of leadership program initiatives in support of broader field leadership strategy. Programs to include live, virtual and self-paced learning.
* Ensures coordination of large-scale leader development programs including partnering with field learning and development and events to ensure programming, logistics and coordination are aligned with program objectives as defined by role.
* Ensures all leadership programs support and align to our NM strategy and leadership behavior model.
* Maintain, evolve and teach NM's leadership model, enlisting leaders to develop and then coach/role model the needed capabilities to realize vision.
* Facilitates collaborative process with home office stakeholders, subject matter experts, target audience members, and leaders to identify critical outcomes and measurement strategy.
* Conceptualizes, storyboards and gains agreement on the big picture of the program and how leaders will benefit personally, professionally as well as their businesses.
* Documents instructional strategy and curriculum components required to achieve desired outcomes, including performance support strategies.
* Develops and/or sources content and facilitates reuse between formal learning and performance support on-the-job.
* Works across Career Distribution to ensure effective implementation of leader development programs. Advance leadership programs to align to competencies and growth goals.
* Establishes leadership metrics and leverages them to report business results and secure support to further develop and evolve leadership programs to ensure relevance and contemporary learning experiences.
* Leverages retention tools to further support leadership development.
* Keeps abreast of industry-wide innovations and thought leaders.
* Mentors, advises, informs and consults members of Distribution Performance teams on expectations of leadership development programming including their roles in reinforcing content and programming.
Manage vendor relationships with outside vendors supporting field leadership development.
Qualifications:
* Bachelor's degree in Business Administration or related field, or an equivalent combination of education and work experience.
* Minimum of 5 years professional experience with 3+ years in leadership development or other related HR field.
* Demonstrated ability to identify or anticipate future trends and appropriately within NM.
* Ability to create, innovate, consult, market, and implement.
* Excellent facilitation experience to include integrating staff from various functions, leading and influencing others who are not under direct control.
* A demonstrated high level of consulting, influencing and decision-making skills including extensive experience in consulting methods, tools and technologies focused on leadership talent management.
* Demonstrated ability to take an idea from conception to successful and sustainable execution including leading all phases of project or program development, design, implementation including ongoing delivery management.
* Strong organizational and project management skills with an ability to lead, manage, and collaborate in multiple and diverse projects.
* Strong communication skills (oral and written) with an ability to provide individual and group feedback, make presentations and create written reports.
* Strong interpersonal skills with demonstrated ability to establish rapport at all levels of the Home Office and Field, as well as external audiences.
* High degree of self-motivation with leadership and initiative in sharing information, contributing towards group goals, and accepting responsibility for results.
#LI-Hybrid
Compensation Range:
Pay Range - Start:
$84,350.00
Pay Range - End:
$156,650.00
Geographic Specific Pay Structure:
Structure 110:
Structure 115:
We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
$84.4k-156.7k yearly Auto-Apply 29d ago
Lead Program Management Regulatory and Risk - Hybrid
Northwestern Mutual 4.5
Milwaukee, WI jobs
Provides highest level of program/portfolio management expertise and consultation to the business in order to meet department, cross-department and enterprise-wide goals. Plans, monitors and manages internal regulatory and risk programs from initiation through rollout and ongoing program management. Accountable for aligning one or more large, complex business programs consisting of multiple efforts and/or programs supporting strategic corporate initiatives.
Program Management includes managing multiple different projects within a program / portfolio which incorporate multiple larger initiatives and overseeing programs / portfolios and initiatives which are ongoing.
Primary Duties & Responsibilities:
* Independently leads large, complex, and multi-faceted programs or portfolios. Responsible for managing scope, risk, business value, schedule and budget.
* Defines, maintains, and revises program objectives and deliverables; accountable for defining the program structure and creating a single, unified plan to deliver on program objectives. Manages programs to ensure appropriate allocation of resources according to program objectives, specifications, deliverables, and changes.
* Accountable for building and motivating team members and influencing them to take positive action and accountability for their assigned work. Accountable for identifying and resolving issues and conflicts within the team at a portfolio/program level.
* Drives for clarity on program objectives, priorities, and measures. Develops solutions/recommendations to unique and complex problems and ensures program solutions are consistent with organizational objectives. Identifies, assess, and mitigates program risks and issues and removes impediments.
* Develops strong relationships with business clients to manage program delivery expectations and implementation. Manages the resources and vendors assigned to program by verifying progress and removing obstacles.
* Makes connections across teams and workstreams to drive identification and facilitation of inter-dependencies.
* Responsible for gathering and delivering metrics required by the program. Uses data to make successes and challenges visible, and to drive insights and action plans to continually adjust and pursue program goals. Leveraging tools and techniques to enable end-to-end value delivery and the best ongoing rollout and ongoing experience.
* Applies extensive business acumen in depth and breadth of industry, and company initiatives, products complexities, in order to incorporate knowledge into program objectives.
* Uses extensive knowledge of program management and business requirements to understand the key business drivers as they relate to the programs. Conduct complex analysis to identify scope and nature of program deliverables; programs are intended to solve a department or business need.
Qualifications:
* Bachelor's Degree with an emphasis in, Business, Project Management or related field preferred OR a significant amount of directly-related work experience beyond the minimum required for the position
* Minimum 7 years of related experience; diverse project or program management experience to include analysis, design, documentation, project/support management.
* Ability to work with general direction to scope, plan and manage cross-department or multi-department programs
* Demonstrated ability to lead and manage large and highly complex assignments including those with enterprise-wide impact.
* Ability to prioritize work and handle multiple tasks simultaneously, work under pressure and meet tight deadlines.
* Seen as a team player and is supportive of group decisions and ideas.
* Written and oral communications skills with the ability to build rapport within the company, field and /or outside vendors.
* High degree of personal initiative and motivation.
* Degree with a project management emphasis or PMI certification preferred
* FINRA registration preferred
* Experience with project methodology through project life cycle phases
Skills You Have (NM Behaviors)
* Program Management: Oversees and is responsible for the realization of larger workstream goals and manages activities that span across the program. Understands technical aspects of the program, defines scope, develops schedules, and manages resourcing, risks, and dependencies to deliver successful outcomes.
* Stakeholder Relationships: Organizes, influences, monitors, and improves relationships with key stakeholders; systematically identifies stakeholders and analyzes their needs and expectations to support in planning and decision making while implementing various tasks to engage with them.
* Analytical Thinking: Organizes and compares various aspects of a situation to comprehend and identify key or underlying complex issues through the use of quantitative data and analysis; leverages strong business acumen, problem solving, and interpersonal skills to think critically about situations from multiple perspectives and consistently seeks ways to improve processes.
* Business Acumen: Applies knowledge of both general and organization-specific business issues/financial implications for the organization to problem solve.
Compensation Range:
Pay Range - Start:
$92,750.00
Pay Range - End:
$172,250.00
Geographic Specific Pay Structure:
Structure 110:
Structure 115:
We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
$92.8k-172.3k yearly Auto-Apply 21d ago
Underwriting Consultant - Remote.
Northwestern Mutual 4.5
Wisconsin jobs
Life Insurance Signature / Authority Limits
$5M Signature / $7.5M Authority
PLEASE NOTE: ONLY APPLICANTS WITH INDIVIDUAL LIFE UNDERWRITING EXPERIENCE WILL BE CONSIDERED FOR THIS ROLE.
Builds relationships with Financial Advisors and internal partners. Develops the skills necessary to successfully underwrite Life, Disability, and/or Long-term Care insurance policies in an inclusive and fast-paced environment ensuring all quality, service and production goals are met.
Primary Duties & Responsibilities
Field & Client Experience.
Responsible for credible and effective relations and communication with field and customer to include responding to case appeals/inquiries and assists with placing business.
Provides guidance and assistance to the Northwestern Mutual Financial Network and Financial Representatives regarding case underwriting and risk appraisal.
Responsible for prescreen inquiries.
Underwriting
Responsible for the analysis and appraisal of a broad range of insurance applications; approves, classifies, or declines applications for various ages and policy amounts with occasional guidance, as needed.
Uses advanced UW knowledge and expertise to provide the appropriate level of underwriting skill and mentoring to UWs .
Uses advanced skills to review applications and adheres to underwriting standards.
Solves complex problems and escalations.
Advanced level of experience with NM product types and changes
Models change agility while maintaining mortality and morbidity expectations.
Demonstrates continuous learning through the early adoption of new ways of underwriting.
Proficient with Reinsurance programs and able to determine where to best place a case.
Underwrites applications, maintaining industry-leading mortality and morbidity giving the best possible offer that can be made.
Provides active case and requirement management and provides customized service with guidance.
Demonstrates advanced ability to communicate & negotiate with Field Partners to explain modified or declined decisions & assist in policy placement.
Provides advanced financial, medical, and lay underwriting assessments and offers innovative solutions to keep Northwestern Mutual as the choice of our customers.
Actively utilizes the most effective means to obtain the necessary information, including Internet searches, direct contact with the insured, and communication with third party advisors (Accountants, Attorneys, etc.)
Collaborates with medical directors and technical staff.
Responsible for adherence to procedures and regulatory processes .
Understands and meets all quality, service, and production goals .
Partners with Underwriting Support for case management.
Cross-Functional leadership.
Subject matter expert in product process w/collaboration w/functional partners and participates in projects and department initiatives.
Collaborates and designs P3 curriculum with L&D/Tech Team .
Qualifications
A bachelor's degree preferred or demonstrated consistent success in prior Underwriting role as evidence by satisfactory case management and quality review.
Minimum of 5 years of underwriting experience.
Analytical skills with an established record to make independent decisions on complex cases and apply sound judgment in the application of rules.
Excellent written and oral communication skills with the ability to handle confidential information, exercise tact, diplomacy, and resourcefulness.
Proficient in computer skills and using various software packages.
Ability to work accurately while maintaining speed and flexibility in a team and independent production environment.
A high degree of organization and the ability to establish priorities and meet deadlines.
Demonstrated strong leadership skills and a high degree of self-motivation and initiative to lead projects or committees.
Displays agility to manage multiple tasks and adapt in a changing work environment.
#LI-Remote or LI-Hybrid
Compensation Range:
Pay Range - Start:
$76,650.00
Pay Range - End:
$142,350.00
Geographic Specific Pay Structure:
Structure 110:
$84,350.00 USD - $156,650.00 USD
Structure 115:
$88,130.00 USD - $163,670.00 USD
We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
$76.7k-163.7k yearly Auto-Apply 60d+ ago
City Experience Manager, San Francisco - Velocity Black (Remote)
Capital One 4.7
Madison, WI jobs
Velocity Black, a Capital One company, harnesses the power of technology, the warmth of human experts and the convenience of the latest interfaces to help high-performance people actualize the full potential of their lives. From access to the hottest restaurants to guaranteed upgrades at the world's finest resorts, our concierge team is available 24/7/365 via our proprietary app to support our customers and fulfill their requests. It's concierge, reimagined for the digital age.
What unites us are the values we share: the relentless pursuit and celebration of excellence, actualizing the full potential of our lives, and impacting the world in a positive way.
Capital One provides a fast paced, dynamic environment where you can excel in your career. At Capital One, diversity, inclusion & belonging are valued at our core, sparking and enabling us to do good for our associates, customers and communities. Guided by our shared values, we thrive in an environment where collaboration and openness are valued. We nurture an environment that attracts and develops talent from all backgrounds and experiences, and empower our associates to do great work by creating a culture of belonging that values diverse perspectives, fosters collaboration and encourages innovative ideas - and are routinely recognized as one of the best companies to work for.
**What You'll do:**
+ You will be responsible for the delivery of our promise to our members in San Francisco - 'localizing the core DNA of Velocity Black'.
+ Leveraging the global reach, resources and brand of Velocity Black with granular local expertise and up to the minute knowledge of the best San Francisco has to offer in order to develop the local member community.
+ Growing the community of high performance, HNW members in San Francisco
+ Managing the P&L for your city, ensuring it is utilized with the highest ROI with regard to maximizing the relevant KPIs.
+ Owning the Content & Engagement strategy for your city's member cohort.
+ Overseeing the conceiving of and execution of regular member events at inspired locations in your city.
+ You will work closely with our Membership, CRM, and Operations teams to ensure frictionless integration of city-level and corporate-level operations.
+ You will be responsible for the upholding of our Velocity culture throughout your teams - focused around high performance and exceeding customer expectations.
+ Our cultural pillars of Adaptability, Initiative, Yes First, Resilience and Ownership should be conspicuous in everything your team does.
+ You will need to be extremely organized, and able to move seamlessly from assisting a team member with a challenging customer situation, to assessing priorities and progress from strategic altitude.
**Basic Qualifications:** ** **
+ High School Diploma, GED, or Equivalent Certification
+ At least 5 years experience in the hospitality industry in San Francisco, CA
**Preferred Qualifications:**
+ Strong relationship building skills, customer focus and ability to collaborate
+ Strong interest and knowledge of the hospitality market and industry
+ Ability to work quickly and efficiently under pressure
**At this time, Capital One will not sponsor a new applicant for employment authorization for this position.**
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Remote (Regardless of Location): $122,100 - $139,400 for Manager, Concierge Specialist
Richmond, VA: $122,100 - $139,400 for Manager, Concierge Specialist
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.
No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to **********************
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
$122.1k-139.4k yearly 60d+ ago
Loan Processor - Hybrid!
First Business Bank 4.2
Madison, WI jobs
at First Business Bank
Join the growing team at First Business Bank as a
Loan Processor - Hybrid!
At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other's differences, and a focus on improving our communities, we are confident you'll find the experience is your advantage. We're delighted you're considering joining us!
This position has a Hybrid Work Model: 3 days per week at our Madison, WI location.
CORE OBJECTIVES
Customer Service
Timely and professional response to emails and telephone calls to the loan department.
Loan Activities
Post loan payments and advances on loans
Perform address changes and risk rating changes
Loan reports
Credit Verifications
Follow up on items in monthly tickler reports
Prepare loan payoff statements
Timely and professional response to emails and telephone calls to the loan department
Loan Documentation
Determine loan request has appropriate approval as required by loan policy. Prepare loan documents as requested for loan officers, as assigned. Review loan documents for accuracy and completeness prior to and post closing, in accordance with applicable legal requirements and the bank's loan policy.
Book Loans
Set up and book loans to the loan system according to bank guidelines accurately and in a timely manner. Prepare FTM transactions, wire funds and request cashier's checks in order to distribute funds as requested by the loan officer.
Loan Filing
Create or add to existing loan file and forward documents to other Review Representatives for editing and final review. Mail necessary documents for recording at the appropriate filing office (ROD, DFI, etc.) in a timely manner. Identify ticklers for Credit Quest tracking - tracking missing or unrecorded documents and loan policy and documentation exceptions. Follow up and resolve any incomplete or incorrect items identified by edit in a timely manner.
QUALIFICATIONS:
Banking experience in loan processing preferred
Ability to work independently and use independent judgment with minimal supervision
Demonstrated success with written communication, and ability to assess and analyze information, formulate conclusions and recommendations, and prepare well-written reports that will be reviewed and presented
Strong desire to be curious and inquisitive, and self-confidence to ask questions
Experience the Total Rewards Great People Deserve
As a recognized Top Workplace, we know taking care of our employees and their families directly impacts their success and the success of our company. As part of the Total Rewards package, we take pride in offering eligible employee benefits which include:
Comprehensive Health, Dental, and Vision plans
Competitive compensation, with a focus on professional development and internal mobility
Paid vacation time (15 days minimum per year)
Paid sick leave (6 days per year)
1 day paid volunteer time
10 paid holidays (annually)
Paid parental leave
401(k) program with company matching, plus additional profit sharing contribution
Performance based annual incentive program
Free and confidential Employee Assistance Program
Wellness programs
Education Assistance Program
Employee Stock Purchase Program
Plus many other perks and benefits!
Compliance Statement
First Business Bank participates in the E-Verify program. Know Your Right to Work English and Spanish.
First Business Bank is an Equal Opportunity Employer, including Veterans and Individuals with Disabilities.
If you require a reasonable accommodation for any part of the employment process, please email
[email protected].
$27k-34k yearly est. Auto-Apply 60d+ ago
Global Lead Web Developer
Enerpac Tool Group 4.7
Milwaukee, WI jobs
ENERPAC TOOL GROUP - Who we are? Enerpac Tool Group Corp. is a premier industrial tools, services, technology, and solutions provider serving a broad and diverse set of customers and end markets for mission-critical applications in more than 100 countries. The Company makes complex, often hazardous jobs possible safely and efficiently. Enerpac Tool Group's businesses are global leaders in high pressure hydraulic tools, controlled force products, and solutions for precise positioning of heavy loads that help customers safely and reliably tackle some of the most challenging jobs around the world. The Company was founded in 1910 and is headquartered in Milwaukee, Wisconsin. Enerpac Tool Group common stock trades on the NYSE under the symbol EPAC.
For further information on Enerpac Tool Group and its businesses, visit the Company's website at ************************ .
Summary - basic function of the role
The Global Sr. Web Developer is responsible for hands-on development and technical leadership in executing Enerpac's e-commerce experiences and maintaining Enerpac web properties globally. This role, in partnership with the Sr. Manager, Global eCommerce Marketing, works with global stakeholders in Sales, Product, Commercial Marketing, and Marketing Communications to deliver a first-class web experience for distributors and end-users across the globe.
Work Schedule: Monday - Thursday, in office; Friday, optional work from home
Location: 648 N. Plankinton Ave., 4 th Floor
Milwaukee, WI 53203
This role is not eligible for sponsorship, now or in the future.
Job Duties and Responsibilities
Serve as the technical lead for web development by mentoring and upskilling developers on React and Kibo Commerce, improving consistency, quality, and delivery confidence across the team.
Execute front-end web development for Enerpac's global digital transformation initiatives, including end-user ecommerce, purchasing stores for distribution partners, and "brochure-ware" sites that digitize physical collateral into business web experiences.
Partner with eCommerce Manager to scope new website initiatives, translate business needs into technical requirements, and lead implementation to support evolving objectives.
Own and lead the development team in effectively and efficiently troubleshooting issues, prioritizing fixes, and delivering enhancements with minimal disruption.
Support campaign and advertising attribution by implementing and validating tracking scripts and tags to ensure accurate measurement and reporting.
Ensure all digital work is consistent with established brand guidelines, applying design standards and maintaining UI/UX quality across global properties.
Drive adherence to best practices in web development, including code quality, performance, accessibility, security, and maintainability in a cloud-hosted environment.
Coordinate effectively with back-end development resources (including offshore teams) to ensure smooth integrations, clear alignment of work assignments, and successful delivery of global digital initiatives.
Lead code reviews and provide actionable feedback on internal and external contributions to maintain engineering standards and reduce regressions.
Develop and maintain new and existing website functionality, ensuring scalable component patterns and reusable front-end solutions.
Support regular code deployments by preparing releases, validating changes, and coordinating post-deployment checks for production stability.
Manage external platform and integration support communications and work by documenting issues, coordinating troubleshooting, and tracking resolutions to closure.
Define, lead, and facilitate Development SCRUM meetings (standups, planning, refinement, retrospectives) to keep delivery on track and unblock the team as well as develops practices to ensure stable and safe code is deployed.
Skills and Competencies
Strong execution and organizational skills with the ability to deliver high-quality work in a fast-moving environment.
Effective interpersonal and written communication skills in an international business environment.
Ability to lead through influence across functional boundaries (Sales, Product, Marketing, MarCom, and technical teams).
Strong collaboration skills and a hands-on, solutions-oriented approach.
Ability to create project plans, technical documentation, and status reporting for local and global stakeholders.
Strong knowledge of web development standards and best practices in a cloud-hosted environment.
Education and Experience
Bachelor's degree in CIS
Extensive experience in front-end development and integrations (e.g. REST, GraphQL, etc...)
Experience developing on Kibo Commerce or equivalent platform that utilizes JSON, REST, REACT.
Experience delivering and optimizing performance of D2C and/or B2B e-commerce.
Experience establishing and applying best practices for web development and devops, including code quality, branching strategy, dev velocity, deployment discipline, performance, and maintainability.
Physical Demands
Employee may have to lift documents/work materials up to 30 pounds in weight. Employee may have to be able to walk/climb to a variety of primary work locations, including traveling by air/auto to remote sites. Position may require travel up to 50% of the time to support multiple global and regional facilities. Employee will need to listen, understand, and speak with team members in person, telephonically, and electronically at all levels within a diverse workforce and with supported organizations. Employee will need to assess the accuracy, neatness, and thoroughness of the work assigned. Employee can work in front of a personal computer and telephone for long periods of time. Will have repetitive motions that include the wrists, hands, and/or fingers.
Work Environment
Primary work environment is temperature-controlled office setting. Work environments may also include typical manufacturing environment, regional offices, factories, worksites, and customer locations on occasion, where following appropriate safety protocols at the location would be required. Employee will be exposed to low levels of noise in an office. Employee may be exposed to low or high temperatures while traveling.
The physical demands and work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions.
Direct Reports
N/A
Key External Contacts/Clients
Commercial Marketing
Product Managers
Global Marketing
Sales
EEO Statement
Enerpac is an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status in accordance with applicable federal, state, and local laws. We are committed to creating an inclusive environment for all employees and applicants and encourage candidates of all backgrounds to apply.
If you are an individual with a disability and you need assistance or a reasonable accommodation during the application process, please reach out to us at: *********************
If you're looking for a unique, exciting career with variety and potential for growth, Enerpac Tool Group offers challenges and rewards for people on a global scale.
#LI-BG1
$93k-114k yearly est. 4d ago
HELOC Wholesale Account Executive - Remote
First American Bank 4.1
Milwaukee, WI jobs
First American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locations and assets of $5+ billion. We are a community bank at heart with international expertise, traditional values, and a forward-looking philosophy. Our employees have the experience and vision to meet the needs of savers, borrowers, and businesses in the 21st century. First American Bank can offer employees a level of visibility, career growth, and stability that is difficult to find in many larger corporations.
The Mortgage Broker Sales Manager is responsible for managing and maintaining current mortgage broker business relationships and seeking new accounts through sales, marketing, and referrals within an assigned market. The Mortgage Broker Sales Manager is an officer-level position. This position offers a base salary ranging from $75,000 to $80,000 per year. Additional compensation may be earned based on successful referrals for retail loans, such as Home Equity Lines of Credit and Home Equity Loans. The Mortgage Broker Sales Manager is an officer-level position.
DUTIES & RESPONSIBILITIES
Manage and maintain long-term partnerships with mortgage brokers, ensuring consistent communication, support, and strategic collaboration to drive business growth.
Identify, cultivate, and expand new business opportunities through strategic sales initiatives, targeted marketing efforts, and strong referral networks, driving sustained growth and market presence.
Manage the broker review and new broker presentation process.
Educate brokers on our loan package submission procedures, underwriting process, loan programs, and compliance requirements.
Update brokers on changes to bank programs via e-mail, telephone, and in-person visits.
Resolve conflicts between brokers and the bank.
Material participation in industry organizations such as the Wisconsin Mortgage Bankers Association to ensure bank visibility within the mortgage broker community.
Coordinate and actively participate in a variety of after-hour events, fostering meaningful connections, enhancing brand presence, and strengthening professional relationships.
Responsible for supervision of sales support staff.
Conduct performance evaluations, coach sessions, train, and carry out progressive disciplinary action as needed.
Provide feedback to management regarding quality of service issues.
Develop, refine, and deliver comprehensive tracking reports for senior management, leveraging data-driven insights to support strategic decision-making and drive business performance.
Communicate with clients and bank staff via e-mail, telephone, mail, and in-person visits.
Attend functions at various broker locations. May require up to 75% local travel.
Conduct and complete additional assignments/projects as designated by management.
QUALIFICATIONS
High school diploma or equivalent required. Associate or Bachelor's degree preferred.
Minimum two years of experience in the field or related area.
Must be professional, comfortable speaking with external and internal contacts with a demonstrated ability to tailor the message appropriately to the audience and situation effectively.
Demonstrated ability to convey thoughts and ideas effectively and succinctly via written formats, including emails, letters, and electronic platforms. Maintain professional standards relating to spelling and grammar.
Maintain credibility through professional demeanor, appearance, and presence by modeling standards appropriate to our environment and industry.
Maintain good working relationships with internal partners by exhibiting exemplary interpersonal skills, adopting a constructive, solutions-focused approach.
Use sound professional judgment to balance the interests of the organization and customer, understanding and using available resources to mitigate risks.
Cold calling sales ability, with assertive, positive, and persistent style.
Proficiency with Microsoft 365 products and applications, including the ability to effectively prepare or review documents, procedures, and reports.
Exposure to on-line banking systems a plus.
Demonstrated ability to learn new systems and applications, as well as the ability to understand, adapt and adjust responsibilities/workflows as a result of system upgrades.
This position requires regular travel by car to various locations throughout the Milwaukee market.
Occasional out-of-state travel may be required.
Scheduled hours are typically Monday through Friday 8:00am-5:00pm or 9:00am-6:00pm; Saturdays and after-hours as necessary.
$75k-80k yearly Auto-Apply 1d ago
Service Release & Acquisition Specialist (Remote)
Carrington 4.4
Madison, WI jobs
**Come join our amazing team and work remote from home!** The Service Release and Acquisition Specialist is responsible for interacting with Buyers and Servicers to coordinate acquisitions and service releases. Performs all duties in accordance with all company guidelines and applicable federal, state, and local regulations. The target pay range for this position is $21.00/hr - $22.00/hr.
**What you'll do:**
+ Develops and maintains project schedules and task lists for loan acquisitions and servicing transfers.
+ Maintains/monitors acquisition project task lists and post conversion task lists.
+ Notifies and coordinates with servicing teams to complete tasks required for a service release.
+ Generates reports/lists required by new Servicer for servicing transfers.
+ Ensures data provided to new Servicer is complete and accurate.
+ Produces and maintains concise reporting on service release information.
+ Maintains appropriate files by transfer or acquisition, which contain relevant information relating to the sale and transfer.
+ Coordinates conference calls between all involved parties to ensure efficient acquisitions/releases.
+ Assists Management in developing and/or updating department procedures.
+ Prepares and/or reviews reports/data files received for acquisitions.
+ Assists Management with planning, distributing and monitoring post-acquisition tasks.
+ Tracks delivery of required acquisition reports and distributes to appropriate servicing teams.
+ Participates in acquisition data mapping sessions.
**What you'll need:**
+ High school diploma or equivalent work experience, some college preferred.
+ A minimum of two years in mortgage banking experience
+ Skills in Microsoft Word and Excel required. Must be able to create spreadsheets for reporting.
**Our Company:**
Carrington Mortgage Services is part of The Carrington Companies, which provide integrated, full-lifecycle mortgage loan servicing assistance to borrowers and investors, delivering exceptional customer care and programs that support borrowers and their homeownership experience. We hope you'll consider joining our growing team of uniquely talented professionals as we transform residential real estate. To read more visit: ************************** .
**What We Offer:**
+ Comprehensive healthcare plans for you and your family. Plus, a discretionary 401(k) match of 50% of the first 4% of pay contributed.
+ Access to several fitness, restaurant, retail (and more!) discounts through our employee portal.
+ Customized training programs to help you advance your career.
+ Employee referral bonuses so you'll get paid to help Carrington and Vylla grow.
+ Educational Reimbursement.
+ Carrington Charitable Foundation contributes to the community through causes that reflect the interests of Carrington Associates. For more information about Carrington Charitable Foundation, and the organizations and programs, it supports through specific fundraising efforts, please visit: carringtoncf.org.
**Notice to all applicants: Carrington does not do interviews or make offers via text or chat.**
\#LI-SY1
Carrington is an equal opportunity employer. It is the policy of the company that applicants be considered for positions for which they qualify without regard to race, color, religion, sex, gender identity, national origin, ancestry, age, marital status, sexual orientation, protected veterans status, physical or mental disability or any other legally protected category. Carrington will make reasonable accommodations for known physical or mental limitations of a qualified applicant or employee with a disability unless the accommodation will impose an undue hardship on the company.
$21-22 hourly 48d ago
Business Systems Manager
Recovery.com 4.0
Madison, WI jobs
Job DescriptionDescription:
Recovery.com has an ambitious mission: to be the best place to find mental health and addiction treatment for anyone, anywhere. To do that well, our internal systems need to actively enable our teams to do great work.
We're hiring a Business Systems Manager to own and improve our core internal tools, with HubSpot as the foundation. This role is responsible for enabling teams through systems by understanding how the business works, listening to real problems, and translating those needs into thoughtful, scalable solutions.
You'll work closely with sales, marketing, performance managers, and company leaders to ensure our systems are reliable, well-structured, and genuinely useful. Success in this role comes from strong judgment, curiosity about the business, and a practical approach to technology.
Work Location
Madison, Wisconsin
How you know you're being successful
HubSpot and related systems clearly support day-to-day work and decision-making
Teams adopt and trust systems because they make work easier and more effective
Data is accurate, consistent, and usable for reporting and analysis
Leaders feel confident that systems reflect how the business actually operates
Internal tools reduce manual effort and operational friction
We'll expect you to do things like these
Serve as the primary administrator and owner of our HubSpot CRM
Configure and maintain workflows, pipelines, properties, automation, and permissions
Maintain data quality through governance, de-duplication, and thoughtful system design
Partner with sales, marketing, performance managers, and company leaders to understand requirements and enable them through systems
Administer and support additional operational platforms such as Gong and Call Tracking Metrics
Support integrations and reliable data flow between HubSpot and other core systems
Help unlock value from tools like LinkedIn Sales Navigator, Apollo, and Clay by enabling usage, workflows, and best practices
Provide training, documentation, and ongoing support to drive adoption and effective use of systems
Build light automation and technical solutions using native and low-code tools
Troubleshoot system issues and partner with vendors when deeper technical support is required
Required Qualifications
3-4 years hands-on experience administering HubSpot CRM
Strong understanding of CRM architecture, data models, and system configuration
Ability to translate business problems into practical system solutions
Experience working directly with non-technical stakeholders
Clear communication skills and a service-oriented mindset
What we think will improve your chances of success
Experience supporting revenue or go-to-market teams
Familiarity with tools like Gong, Call Tracking Metrics, LinkedIn Sales Navigator, Apollo, or Clay
Comfort working with integrations and automation
Strong judgment around system design, maintainability, and long-term value
Sound like the role for you? We'd love to hear from you! Even if you're not 100% sure about potential fit, we still encourage you to apply. We're looking for the right person, not the perfect series of checkboxes.
Travel Expectations
Twice a year for company gatherings. Occasional travel for conferences where appropriate.
Compensation
The base salary range for this position is $90,000-$115,000, plus eligible benefits. Compensation may be adjusted based on tenure and experience. For employees residing in Dane County, total annual compensation including the housing stipend is approximately $98,000-$123,000.
Dane County Housing Stipend
We strongly value in-person work and collaboration, so for full-time employees residing in Dane County, we offer a housing stipend of $735.26/month in addition to your salary ($8,823.12/yr; half of the Fair Market Value of a 2BR apartment in Madison according to rentdata.org).
Equity Options
In addition to your cash compensation, you will receive options to buy stock in Recovery.com at a set strike price. These options will vest on a four-year schedule and present an exciting opportunity to benefit from the upside of our company's growth.
Quarterly Bonus
An additional 10% of base earnings is paid out quarterly when the company meets its revenue target.
Benefits and Perks
This role is eligible for the following benefits and perks:
Medical, Dental, and Vision Insurance (100% of premiums paid for employees, 50% of premiums paid for dependents)
Short- and long-term disability and basic life insurance
401K (100% company match up to 3% and 50% on the next 2%)
Paid time off, paid holidays, and leaves of absence
Education Assistance (for educational coursework directly related to your role)
Flexible hybrid and work-from-home policy
Physical Requirements
Sit down and operate a computer for extended periods of time
Able to work in an open office environment
Lift items weighing up to 15 lbs
About Recovery.com
Each year, 90% of people who need addiction treatment don't receive it. One of the major reasons is the difficulty in finding a treatment provider, and as people increasingly turn to the internet over family, friends, or medical professionals to find care, Recovery.com is making a difference in thousands of people's lives by providing a comprehensive, user-friendly resource for finding addiction and mental health treatment.
Launched in 2017, Recovery.com is a late-stage startup based in Madison, WI, on a mission to be the the most trusted online resource for connecting patients and mental health providers. We are rapidly growing and profitable, and looking to scale our impact by helping as many people as possible find the treatment they need.
Our core values aren't just words to us! They define who we are and how we work. People who are successful at Recovery.com:
Regularly show compassion and empathy for customers, patients, and fellow colleagues
Display vulnerability by demonstrating authenticity with themselves and encouraging it in others
Strive for growth and humbly seek to improve in all aspects of work
Demonstrate joy and a positive attitude in every interaction, from office conversations to solving difficult problems
Exhibit accountability by not only fulfilling their own responsibilities, but helping others in their work as well
Embrace creativity by testing the norms and being open to new ideas
Equal Opportunity Statement
Recovery.com is an equal opportunity employer committed to diversity and creating an inclusive environment for all our employees. We welcome applicants regardless of ethnic origin, national origin, veteran status, gender identity, race, religious beliefs, disability, sexual orientation, age, or any other protected characteristic. We value the talents of individuals from all backgrounds and actively seek a diverse workforce.
Requirements:
$98k-123k yearly 11d ago
Investment Consultant - External Wholesaler
City National Bank 4.9
Madison, WI jobs
*ABOUT US* RBC Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment portfolios. RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals.
RBC Rochdale, LLC is an SEC-registered investment adviser and wholly-owned subsidiary of City National Bank.
*INVESTMENT CONSULTANT - Remote based in TX*
WHAT IS THE OPPORTUNITY?
Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Royal Bank of Canada (RBC) Rochdale and to communicate and meet high net worth investors who have expressed an interest in RBC Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based on the acquisition of new assets under management.
WHAT WILL YOU DO?
* Develop and implement programs designed to increase the quality and quantity of Independent Financial Advisors, accounting and law firms referring clients to RBC Rochdale.
* Ensure that Independent Financial Advisors are kept abreast of firm and industry developments.
* Ensure that the transition from the sales process to portfolio management is smooth and accurate.
* Facilitate the new accounts and account transfer process.
* Handle Independent Financial Advisor and client communication.
* Prepare client presentations.
* Communicate regularly with centers of influence to ensure that products and services are meeting their needs, expectations and specifications.
* Facilitate and conduct individual meetings and presentations in assigned territory.
* Generate new assets to the firm using a highly professional consultative sales approach.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree
* Minimum 5 years of financial experience preferably in Investment Management
* 2 years of experience in the High Net Worth or Ultra High Net Market markets
* 2 + years delivering formal client presentations
* FINRA Series 7 and 63 or 66 licenses
* Ability to travel 40-50% of the time
*Additional Qualifications*
* CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder)
* Highly competitive and goal-oriented
* A focus on sales and new business development
* Masters Degree preferred
* Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience.
* Experience in the High Net Worth or Ultra High Net Market markets
* Working knowledge of financial planning, investment and/or HNW economic issues (aka "continual learner") and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients and investment colleagues.
* Prior success in the HNW or UHNW market
* Excellent communication skills
* Self-motivated and self-disciplined
* Strategic thinker, able to assess and recommend a course of action
* Highest level of both personal and professional demeanor and ethical behavior
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $101,231 - $172,355 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
\#LI-DN1
\#CA-DN1
$101.2k-172.4k yearly 60d+ ago
Project Manager (hybrid- must reside in WI or MN)
Westconsin Credit Union Careers 3.7
Menomonie, WI jobs
At
WEST
consin Credit Union, we believe in the power of people helping people. Our mission is to give members, communities, and one another the inspiration, resources, and support to achieve financial wellness. We fulfill our mission by creating a positive impact in our members' lives by providing trusted financial services and building lasting relationships. If you're looking to work for an organization where your contributions matter, where teamwork and community are at the heart of everything we do, and where you can grow in a dynamic, supportive culture-then you're in the right place! We're more than just a credit union; we strive to make a real difference. Ready to make an impact? Let's grow together!
What You'll Be Doing:
Leads strategic projects that require managing cross-functional communication and dependencies with other teams
Assists in the definition of project scope and objectives, involving all relevant internal stakeholders and ensuring technical feasibility in collaboration with
WEST
consin's Information Technology Department
Acts as the bridge between upper management, stakeholders, and the teams tasked with the execution of the project
Create and drive the overall schedule, identify, and mitigate risk at all stages, and define the overall cadence for the project team
As needed, executes the 3rd party vendor management processes as defined
Develops and maintains vendor relationships in relation to their projects
Reads industry information and attends related courses and seminars, including active participation in advisory groups and other groups as needed
Trains and mentors participants of the Aspiring Leaders Program
Adheres to, recommends, creates, and implements continuous improvements to Project Management processes and tools
Prepares status reports by gathering, analyzing, and summarizing relevant information to each target audience
Mentors/Coaches departmental Project Leaders on the best application of the Project Management tools and processes for their project
Communicates on behalf of the team as needed and capture notes and output
Identifies and manages risks critical to project success, following WESTconsin's Risk Management processes
Is highly resourceful and knows when/how to be assertive to make progress
Able to remain calm, composed, and flexible in challenging circumstances
Responsible for motivating project teams and resolving conflicts to ensure a productive work environment
Acts as a change agent to help continue driving the culture of continuous improvement throughout the organization
Assists supervisor with tasks related to Strategic Planning, Resource Planning, and other items as requested
*Hybrid Position based out of Menomonie, WI and will require some onsite work. Must reside in either Wisconsin or Minnesota*
What You'll Need to Be Successful:
Bachelor's degree from a four-year college and three years of related experience; or equivalent years of experience
Ability to make sound business decisions with consideration to end users, regulation or compliance requirements, and member experience
Experience leading large-scale change and influencing user adoption to obtain the best internal and external member experience
Proven communication, facilitation, presentation, conflict management and consensus building skills
Why Choose
WEST
consin:
Health, Dental, and Vision Insurance Plans
Annual Healthy Living Fund Contribution
Student Loan Repayment Program
Competitive Salary
Impressive 401(k) Contribution and Match Plan
Paid Time Off Accrual
11 Paid Holidays
Visit
WEST
consin Careers