Banking and Financial Services Jobs in Hell, MI

WHAT DOES A CHIEF INVESTMENT OFFICER DO?

Published: May 28, 2025 - The Chief Investment Officer is responsible for directing the company's investment strategy, overseeing a team of managers and analysts, and ensuring compliance, efficiency, and alignment with regulatory standards. This position leads the sourcing, evaluation, and execution of late-stage private investment opportunities, while guiding transaction processes and presenting proposals to the Investment Committee. This role monitors portfolio performance, interprets financial data, and delivers strategic recommendations to enhance fund returns and support business growth.

• Investment Oversight: Oversee and be responsible for the dedicated investment function of the company
• Team Management: Manage and navigate a team of Investment Managers, analysts, and external providers
• Cross-Functional: Partner with the investment operations, share sourcing, marketing, and sales teams to support the growth of the company’s AUM, operational efficiency, compliance, and financial reporting
• Performance Monitoring: Monitor the performance of the various portfolios, and ensure that all investment activities adhere to financial industry regulations, conducting audits to prevent fraud and avoid risks
• Business Development: Business development with the objective to build a strong pipeline of potential investment opportunities in late-stage private companies
• Deal Leadership: Provide leadership, source and execute investment opportunities, lead due diligence, direct transaction team and coordinate transaction execution and closing in partnership with other functional teams
• Proposal Presentation: Oversee creation, then present investment proposals to the Investment Committee
• Financial Assessment: Assess and interpret complex financial information, making recommendations based on experience, risk assessment, and ensure execution
• Briefing Review: Critically review financial briefings (often written by investment analysts) and make improvement suggestions for accessibility, marketing, and assessment purposes
• Fund Management: Make informed financial recommendations, monitor the performance of the Investment Fund, analyze, report and make adjustment recommendations

• Program Direction: Directs the firm’s investment programs
• Project Management: Manages all investment-related projects and initiatives
• Account Oversight: Oversees the trading and rebalancing of client accounts
• Security Research: Researches and evaluates a wide range of investment securities, including equities, fixed income, private equity, and private placements
• Portfolio Management: Creates and manages in-house model portfolios
• Client Engagement: Participates in client/prospect meetings on a regular basis
• Plan Development: Develop the customized and comprehensive personal investment plans
• Financial Planning: Works with clients to develop customized financial plans and service them
• Team Consultation: Consult with the team on complex investment planning scenarios
• Business Development: Active in investment areas including research and acquisition of new business

• Vision Leadership: Establish a clear vision and strategic pathway for the stabilization and growth of the State YMCA of Michigan
• Relationship Building: Demonstrate maturity, empathy, and understanding to cultivate genuine relationships with a diverse range of staff and participants who come from all over the world, long-time funders, and board members
• Culture Development: Leverage the enthusiasm and passion for the organization’s history, mission, and services that result in the development of a culture of mutual respect and cross-program collaboration
• Spokesperson Role: Serve as an effective and visible spokesperson for the State YMCA of Michigan, effectively articulating the organization’s history, mission, and programs
• Community Engagement: Foster and strengthen relationships with alumni, campers and Youth in Government participants, camper families, community neighbors, and partners
• Staff Leadership: Provide leadership and direction to all staff and ensure the continued development and management of the organization
• Conflict Management: Offer decisive and robust management skills and have the ability to lead through conflict and adversity successfully
• Team Motivation: Motivate and maintain a cohesive staff, ensuring that there is strong internal communication and coordination
• Recruitment Management: Recruit new staff when appropriate, and evaluate performance
• Fundraising Strategy: Revenue Generation and Fund Development
• Financial Growth: Maintain and expand the financial strength of the organization through capital and operational fundraising and other revenue-generating activities
• Marketing Implementation: Implement marketing and other attraction strategies to increase enrollment in the camps and other youth activities

• Fundraising Expertise: Demonstrate extensive nonprofit fundraising experience, including major gift solicitations, event planning, annual fund and direct mail campaigns, and corporate and foundation grants
• Endowment Growth: Substantially grow the endowment over time to better position the organization to weather future unexpected storms
• Board Relations: Cultivate a strong and transparent working relationship with the Board of Directors and the Branch Boards, and ensure open communication about the measurement of financial, programmatic, and impact performance against stated milestones and goals
• Strategic Collaboration: Collaborate with the board to develop, refine, and implement an organizational strategic plan
• Board Recruitment: Work with the board to identify and help recruit new board members who will add diversity to the board and whose talents, interests, and commitment will help to further the State YMCA of Michigan’s mission
• Financial Oversight: Oversee the organization’s fiscal health and integrity by developing long- and short-range financial plans and annual budgets, disseminate regular financial statements that informatively describe the financial condition of the organization, and ensure sound financial controls
• Decision Making: Establish effective decision-making processes that will enable the organization to achieve its goals and objectives
• Program Development: Work with staff and volunteers to build and advance programming, including the development of new program ideas and facilitation of current programs to work more effectively together and create organizational efficiencies
• Risk Management: Oversee organizational risk management, including personal safety of campers, youth, and staff
• Facility Maintenance: Maintenance and repair of facilities and other fixed assets, and general and professional liability

At H&R Block, we believe in the power of people helping people. Our defining purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong.

We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry.

At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.

As you inspire people to make confident, informed decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year.

Joining H&R Block as a seasonal, experienced Tax Professional means you'll serve clients with diverse tax needs with the support of an expert team, dedicated to providing you with advanced tax training you'll need to be successful.

• Bachelor's degree in accounting or related field
• CPA or Enrolled Agent certification
• Experience completing complex returns (individual, trust, partnership)
• 5+ years of experience in accounting, finance, bookkeeping or tax
• Experience conducting virtual tax interviews
• Experience with tax planning and audit support
• Sales and/or marketing experience

• Conduct tax interviews with clients face to face and through virtual tools video, phone, chat, email
• Prepare complete and accurate tax returns
• Generate business growth, increase client retention, and offer additional products and services
• Provide clients with IRS support
• All certification levels can provide tax notice services
• Circular 230 associates can provide audit representation
• Mentor and support teammates
• Successful completion of the H&R Block Tax Knowledge Assessment*
• Experience in accounting, finance, bookkeeping or tax
• Experience completing individual returns
• Experience working in a fast-paced environment
• Comfort working with virtual tools video, phone and chat
• Ability to effectively communicate in person, via phone and in writing
• Must meet IRS and applicable state requirements
• High school diploma / equivalent or higher

At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs.

• Employee Assistance Program with Health Advocate.
• Wellbeing program, BetterYou, to help you build healthy habits.
• Neurodiversity and caregiver support available to you and your family.
• Various discounts on everyday items and services.
• Benefits with additional eligibility requirements: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.
• Check out all available .

The Community You Will Join:

At H&R Block we remain committed to building a Connected Culture one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.

You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other.

H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.

If you're looking to make an impact, H&R Block is the place for you.

*Enrollment?in?or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.

Sponsored Job #22170

Create an outstanding customer experience through exceptional service.

Establish and maintain a safe and clean environment that encourages our customers to return.

Demonstrate the company's core values of respect, honesty, integrity, diversity, inclusion, and safety of others.

LitFinancial is on a mission to be the most client focused mortgage company in the industry. As of 2025, LitFinancial has earned a perfect 5-star review with the Better Business Bureau and a 4.9 rating with hundreds of reviews from Google by delivering a world class experience. LitFinancial is a dynamic organization built with go-getters who are passionate, hardworking, and honest which fuels an incredible environment.

Position Overview:

As a Senior Loan Processor, you will manage a high-volume loan pipeline from submission through clear to close with minimal supervision. You will act as a subject matter expert and resource to junior processors, ensuring accuracy, compliance, and client satisfaction. This role requires deep knowledge of mortgage guidelines and strong communication with internal and external partners.

Key Responsibilities:

• Independently process and manage a pipeline of complex Conventional, FHA, and VA loans.
• Manage a high-volume, purchase-focused pipeline while consistently closing 20–25 loans per month.
• Analyze and verify all loan documentation for accuracy and compliance.
• Review and satisfy underwriting conditions and communicate requirements clearly to clients.
• Coordinate effectively with loan officers, underwriters, and closers to ensure timely closings.
• Maintain compliance with TRID, RESPA, and company guidelines.
• Mentor and support junior processors, providing guidance and training as needed.
• Identify process improvements and contribute to team efficiency initiatives.

Qualifications

• 3+ years of mortgage loan processing experience (Conventional preferred; FHA/VA a plus).
• Deep understanding of mortgage lending regulations, TRID, DU/LP, and investor requirements.
• Advanced proficiency in LOS systems (LendingPad, Encompass, or equivalent).
• Exceptional organizational and communication skills with the ability to prioritize under pressure.
• Preferably strong purchase-loan experience with tight contract and closing timelines.
• Proven ability to handle complex loan files (self-employed borrowers, appraisal or title challenges).
• High school diploma or equivalent (college degree preferred).

What We Offer

Competitive salary: base + performance-based bonuses

Comprehensive Benefits: Medical, dental, vision, and life insurance

Paid Time Off: PTO + 7 paid holidays

401(k) Plan: Retirement plan through Principal

Career growth opportunities and a collaborative team environment!

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• Deliver a highly personalized and consultative customer experience across inperson, phone, and digital channels.
  
• Conduct deeper financial conversations to understand short and longterm needs and recommend appropriate deposit, lending, and digital solutions.
  
• Serve as a primary point of contact for more complex customer relationships, partnering internally when additional expertise is needed.
  

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• Open and service consumer and smallbusiness (as authorized) accounts; complete account maintenance and ensure accuracy of documentation.
  
• Process deposits, withdrawals, payments, transfers, official checks, and related financial transactions.
  
• Assist with debit/ATM issuance, safedeposit access, check orders, foreign currency exchange (as applicable), and digital banking troubleshooting.
  

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• Lead or assist in originating consumer loans with emphasis on Home Equity Loans and Home Equity Lines of Credit (HELOCs).
  
• Analyze credit reports, debttoincome ratios, collateral, and applicant financials to inform product recommendations.
  
• Prepare and package loan applications, gather required documentation, and manage the loan process through approval, closing, and file completion.
  
• Stay informed on lending regulations, pricing structures, underwriting standards, and policy changes.
  
• Support credit administration, resolve exceptions, and maintain regulatory compliance for all lending activity.
  

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• Identify opportunities to expand relationships through product recommendations, financial education, and proactive outreach.
  
• Use available reports and tools to identify customer needs, product gaps, and targeted calling opportunities.
  
• Contribute to the achievement of business objectives by conducting internal and external sales calls and other business development activities.
  
• Refer customers to internal specialists (mortgage, commercial banking, wealth) to ensure a comprehensive financial experience.
  
• Meet and exceed assigned individual and branchlevel sales, service, and referral goals.
  

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• Research and resolve escalated or complex service issues, account discrepancies, loan questions, digital banking problems, and transaction disputes.
  
• Provide clear communication and followthrough to ensure customer confidence and satisfaction.
  

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• Maintain strong operational controls and adhere to Nicolet policies, regulatory requirements, and security protocols.
  
• Support branch operations including teller backup, vault duties, balancing, dualcontrol procedures, and audit preparation.
  
• Uphold confidentiality, fraud prevention protocols, and high standards of data integrity.
  

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• Collaborate with teammates to support branch goals, participate in daily huddles, and contribute to a positive and inclusive environment.
  
• Represent Nicolet in community events and build relationships that strengthen pipeline development and brand presence.
  
• Provide informal coaching and support for newer employees, especially on lending fundamentals.
  

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• Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
  
• Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
  
• Performs all other duties as assigned.
  

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• High school diploma or equivalent required; additional education in business or finance preferred.
  
• Minimum 2-3 years of banking experience, including personal banking or advanced teller responsibilities.
  
• Prior experience in consumer lending or foundational credit analysis strongly preferred.
  
• Demonstrated ability to meet sales, service, and referral goals.
  

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• Medical, Dental, Vision, & Life Insurance
  
• 401(k) with a company match
  
• PT0 & 11 1/2 Paid Holidays
  

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• Attend to the needs of customer relationships and prospects seeking loans or lines of credit on terms that involve a varied amount of risk underwriting.
  
• Make decisions on loans and terms within lending limits or makes recommendations to the Senior Lending Officer.
  
• Manage portfolio within the terms approved and in conformity with bank's lending policy.
  
• Provide feedback to customers, where appropriate and within scope of expertise, concerning business management and financial matters to add value to relationships between the customer and bank.
  
• Develop new business by calling on prospects and customers for commercial loans with an emphasis on cross-selling bank products and services to establish a complete banking relationship between the customer and bank.
  
• Manage an on-going portfolio including but not limited to past dues, collateral exceptions, renewals, review and account management of overdrafts and collection activities, if necessary.
  
• Collect and analyze information that reflects the current financial position of customers and prospects with which analysis leads to a recommendation of credit structure and if appropriate closing the credit relationship.
  
• Participate in community affairs to contribute expertise, better understand the needs of the business community, increase the Bank's visibility and to enhance new business opportunities.
  
• Directs and manages work activity of administrative staff.
  
• Keep abreast of new regulations, policies and procedures relative to commercial lending and general economic trends.
  

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• High School Diploma or Equivalent/ Associate or Bachelor Degree in Finance, Accounting, Business Administration or similar
  
• 1-3 years of financial industry experience / 2-5 years Commercial Banking experience
  

Benefits:

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• Medical, Dental, Vision, & Life Insurance
  
• 401(k) with a company match
  
• PTO & 11 1/2 Paid Holidays
  

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• Accurately process deposits, withdrawals, loan payments, transfers, cashier's checks, and other transactions.
  
  
• Balance cash drawer; assist with vault, ATM, night depository, and dualcontrol responsibilities.
  
  
• Identify suspicious or fraudulent behavior and escalate appropriately.
  
  

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• Open and service consumer deposit accounts (checking, savings, money market, CDs).
  
  
• Complete account maintenance, customer information updates, and documentation reviews accurately.
  
  
• Ensure compliance with onboarding, KYC, CIP, identity verification, and policy requirements.
  
  
• Educate customers on account features, benefits, and digital access tools.
  
  

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• Identify financial needs and recommend appropriate Nicolet products and services.
  
  
• Meet referral, service, and activity expectations aligned with branch goals.
  
  
• Refer customers to partners for consumer loans, home equity loans/lines, credit cards, business banking, and investment/wealth services.
  
  
• Maintain disciplined outreach, followups, and pipeline management.
  
  
• Contribute to the achievement of business objectives by conducting internal and external sales calls and other business development activities.
  
  

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• Resolve account issues, transaction discrepancies, fee inquiries, and debitcard concerns with professionalism.
  
  
• Use sound judgment to escalate complex issues to Personal Bankers or leadership.
  
  

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• Follow Nicolet policy and applicable regulations (BSA/AML, KYC, OFAC, Reg CC, Reg E, privacy, and security).
  
  
• Maintain accurate records, documentation, and auditready practices.
  
  
• Adhere to branch operations procedures and riskmitigation standards.
  
  

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• Participate in team huddles; share observations and support branch goals.
  
  
• Represent Nicolet in community involvement and customerengagement activities.
  
  
• Provide informal support to Universal Banker I colleagues, helping build skill and confidence.
  
  

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• Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
  
  
• Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
  
  
• Performs all other duties as assigned.
  
  

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• High school diploma or equivalent required.
  
  
• 1-2 years of banking, customer service, or cashhandling experience required.
  
  
• Prior experience opening consumer deposit accounts preferred.
  
  
• Exposure to branch sales, referrals, and basic financialservices concepts strongly preferred.
  
  

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• Medical, Dental, Vision, & Life Insurance
  
  
• 401(k) with a company match
  
  
• PT0 & 11 1/2 Paid Holidays
  
  

Duration: 10 Months (Possibility of extension/conversion based on performance and budget)

Client: One of the largest provider of transformational learning solutions

Overview:

We are seeking a highly motivated and independent Contingent Instructor to facilitate competency-based learning and assessment for a diverse range of learners. This position requires an individual with a strong foundation in heavy equipment operation and maintenance, a deep commitment to safety, and exceptional instructional skills. The role involves delivering comprehensive training both in traditional classroom settings, outdoor locations or online environments, demanding a professional who can stay current with technology and industry standards with minimal direction.

Duties:

• Plan, prepare, and deliver instructional content for assigned courses, utilizing a variety of teaching methods to facilitate effective learning.
• Conduct competency-based assessments and accurately record participant learning and assessment results in the company's learning management system, ensuring participant records are consistently up to date.
• Maintain professional and technical knowledge and skills, including required occupational certifications and licensing, and stay current with instructional technology and delivery methods.
• Establish and maintain positive, professional, and collaborative relationships with internal and external partners, including co-workers, employers, and professional organizations.

Qualifications:

• Verifiable Occupational Experience: Two (2) years, or 4,000 hours, of recent and related occupational experience outside the field of education.
• Commercial Driving Experience: Two (2) years of verifiable commercial Class-A driving experience within their classification in the last three (3) years.
• An Associates degree in a related field OR a degree equivalent based on verified work experience in the occupation combined with applicable education and training.
• Valid Class-A Commercial Driver's License (CDL)