Global Lending Services Jobs in Usa
20,928 positions found
Duration: 06 months
Work location:Dallas, TX
Summary
The Private Lending Services (PLS) team is a high-value control middle office team in PWM operations that supports the PWM Private Lending organization by originating new loans through client's BANK USA and GS International Bank to PWM clients and Private Equity Firms in the Americas, EMEA and Asia. Additionally, the PLS team ensures clients are in compliance with federal regulations at the time of origination, funding and ongoing maintenance through the life of the loan.
HOW YOU WILL FULFILL YOUR POTENTIAL
- Prepare to gain a comprehensive understanding of the private lending organization by interacting with Regional Lending Managers, Private Lending Underwriters, Credit, Legal, Global Client Financing, and other operations teams in the Americas, EMEA and Asia
- Partner with PWM PWAs and WMPS to assist clients in the application, origination and ongoing servicing of loans within the portfolio
- Showcase strong control and risk management strategies to ensure compliance with client's Bank USA (the most regulated entity at client) while still providing excellent client service to PWM and Institutional clients
- Develop strategies and opportunities for process efficiencies to reduce manual tasks while increasing control in a rapidly growing business
- Proven client service skills, teamwork and a sense of urgency to fulfill time sensitive and highly confidential tasks
- Ability to develop and nurture relationships with senior business leaders within cross divisional a team
- Self-motivated and proactive team player who takes ownership and accountability for projects, has strong organizational skills as well as the ability to effectively manage competing priorities
- Flexible and able to work well under pressure in a team environment
- Bachelor's Degree
Your opportunity
At Schwab, youβre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us βchallenge the status quoβ and transform the finance industry together.Β
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We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).
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Global Investing Services (GIS) is a specialized group that serves the trading, customer service and operational needs of both domestic and international clients interested in trading stocks that trade on exchanges outside the U.S. as well as foreign currencies.Β GIS has daily interactions from virtually every customer contact area of Schwab (Branches, Retail, Advisor Services, Schwab Wealth Advisory, etc.) and works to promote outstanding client experience as it relates to all facets of their international equity investments.Β GIS also has direct-line telephone contact with external market makers as well as the various major market centers in foreign securities. In addition to assisting US clients, GIS regularly serves clients living outside the U.S. that have international accounts with us to provide investment, trading and operational inquiries.
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What you are good at:
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This role is responsible for helping clients develop their trading expertise and grow their portfolios by imparting the knowledge and supporting the tools trader clients use to make them a more sophisticated, successful, and self-directed investor. This position is the subject matter expert in trading equities, derivatives (options, futures), and foreign exchange for not only our clients, but the goal is also to help clients develop their trading expertise and grow their portfolios by imparting the knowledge and supporting the tools these actively engaged clients use to make them a more sophisticated, successful self-directed investor. Representatives in this position will possess an advanced level of knowledge of trading equities, derivatives (options/futures), and foreign exchange. We grow business through asset gathering and product cross-sell while retaining assets through client confidence and loyalty. Together, we leverage industry knowledge and platform expertise to send well-positioned business leads to our partners in Retail Sales, Education and Trader Business Development. Additionaly, you'll influence and close business for Retails Sales associates by presenting self-directed active trader clients and prospects with industry standard for market understanding while attracting additional assets and business from our fully engaged clients, by meeting their service, education and trading resource needs.
What you haveΒ
To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
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REQUIRED QUALIFICATIONS:
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- Active Series 7, 63 licenses required.
- Excellent communicative skills, both oral and written, and can succinctly explain complex topics with proper positioning, context, and accuracy.
- 3+ years of experience servicing clients and an equivalent level of knowledge of securities industry.
- Ability to educate clients and colleagues on complex concepts and to varying levels of expertise while displaying confidence, skill, and professionalism to resolve time-sensitive and possibly costly issues in a manner that strengthens the client relationship and mitigates risk for the firm.
- Must have necessary sense of urgency and the ability to multi-task utilizing strong business judgment and prioritization skills.
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PREFERRED QUALIFICATIONS:Β
- Prior professional trader level of expertise in equities, futures, market structure and a detailed knowledge of the securities industry and capital markets is preferred.Bachelorβs Degree or equivalent experience
- Minimum two years of equity trading experience, derivatives trading, or other equivalent experience is preferred.
- Bachelorβs Degree or equivalent experience preferred.
- Strong knowledge of industry, product availability, policies and procedures involving international client relationships.Β
- 9/10 License also preferred.
In addition to the salary range, this role is eligible for bonus or incentive opportunities.
Whatβs in it for you
At Schwab, youβre empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaborationβso you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you β both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Job Purpose:
Seeking a Desktop Support Specialist to join the Technology team in New York. This individual will be responsible for both remote and in person support for all Employees. Duties include documenting, triaging, investigating, and resolving issues reported to the Service Desk. The Desktop Support Specialist will work closely with other teams within the technology department to understand the impact and root cause of issues. The successful candidate must be able to communicate clearly and concisely, particularly when under pressure.β―β―Technical proficiency,β―excellent problem-solving skills, professionalism, and solid communication skillsβ―are a must.β―The support specialist willβ―alsoβ―need toβ―be comfortableβ―working in aβ―fast -paced environment with a demanding userβ―baseβ―andβ―shouldβ―be passionate about delivering continuous improvement acrossβ―ourβ―technologyβ―platform.β―β―Β
Duties & Responsibilities:
β’ Β Β Serve as the first point of contact for customers needing technical assistance.β―β―Β
β’ Β Β Must work East Coast Market hoursΒ
β’ Β Β Manage trouble calls viaβ―ourβ―ticketingβ―system,β―phone,β―remote, andβ―desk side visits to ensure courteous, timely, and effective resolution of end user issuesβ―Β
β’ Β Β Troubleshoot hardware,β―Windows 10, Windows 11 and application issuesΒ
β’ Β Β Install andβ―upgradeβ―software,β―setupβ―hardware andβ―configureβ―systems and applications such as MS Office, One Drive,β―Zoom,β―softphones,β―turrets,β―printers, scanners, bio metric, data encryption, VPNWIFI configuration, and firmware updates for deskside equipment such as Cisco phonesβ―Β
β’ Β Β Install and manage Spyware/Malware toolsβ―Β
β’ Β Β Install and support Market Data Feeds, Bloomberg, Thomson Reuters, ICE, Fidessa, Redi+, Fidessa and Global Relayβ―Β
β’ Β Β Provideβ―first levelβ―network support and troubleshooting for both wireless and wired configurationsβ―β―Β
β’ Β Β A basic understanding ofβ―Activeβ―Directory at the Organization Unit levelβ―β―Β
β’ Β Β Troubleshoot Ciscoβ―Phone systems /β―Video conference Β
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Requirements & Qualifications:
β’ Β Β Minimum 2-4 years of general IT Support with extensive customer-facing experience, would prefer the person to have trading desk support.Β
β’ Β Β Experience with incident management/ticketing system like ServiceNowΒ
β’ Β Β Proficiency in current protocols, operating systems and standards including Windows 10, Windows 11, Microsoft/Office 365Β
β’ Β Β Experience with System Center Configuration Manager/Endpoint ManagerΒ
β’ Β Β Experience with patch management and application deploymentΒ
β’ Β Β Expertise troubleshooting, resolving, and supporting desktops, laptops, applications, hard phones and WIFI devicesβ―Β
β’ Β Β Ability to thrive in a fast-paced environment and work effectively under pressureΒ
β’ Β Β Experience providing ongoing support to C-suite executivesΒ
β’ Β Β Experience working in a similar role at a brokerage firm, private equity, hedge fund, asset management firm, or investment bank preferredΒ
β’ Β Β High school degree required; college degree strongly preferredΒ
β’ Β Β Must be willing to get MS900 certificationΒ
Important Notes:
- Must be authorized to work full time in the U.S., BTIG does not offer sponsorship for work visas of any type
- No phone calls please, the applicant will be contacted within two weeks if successful
About BTIG:
BTIG is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services. With an extensive global footprint and more than 700 employees, BTIG, LLC and its affiliates operate out of 20 cities throughout the U.S., and in Europe, Asia and Australia. BTIG offers execution, expertise and insights for equities, equity derivatives, ETFs and fixed income, currency and commodities. The firmβs core capabilities include global execution, portfolio, electronic and outsource trading, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more.
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All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. BTIG is an equal opportunity employer Minorities/Females/People with Disabilities/Protected Veterans/Sexual Orientation/Gender Identity.
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Compensation:Β
- BTIG offers a competitive compensation andΒ benefits package. Salary range is based on a variety of factors including, but not limited to, location, years of applicable experience, skills, qualifications, licensure and certifications, and other business and organization needs.
- The current estimated base salary range for this role is $85,000.00 - $115,000.00 per year. Please note that certain positions are eligible for additional forms of compensation such as discretionary bonus or overtime.Β
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Disclaimer:Β Β
Williams Lea by RRD is a global business support services company with a strong legacyβover 200 years of experience delivering world-class business solutions. We specialize in delivering skilled administrative support, document production, presentation design, and marketing and communications services to leading companies around the worldβespecially within legal, financial, and professional services industries.
Weβre a people-powered organization. With a presence in North America, the UK, Europe, and Asia Pacific, we have thousands of employees globally, all working together to help our clients operate more efficiently and effectively. Whether itβs supporting law firms with critical document production or helping financial institutions manage high-volume print and digital communications, weβre the behind-the-scenes team making everything run smoothly
The Account Director is responsible for ensuring client teams deliver exceptional, βwhite gloveβ service and operational excellence. This role provides hands-on leadership, drives continuous improvement, and fosters a culture of accountability and high performance. The Account Director proactively manages client relationships, oversees operations including Front of House services and adapts to evolving client needs and organizational changes.
JOB DUTIES
- People leadership
- Directly supervise management, providing mentorship and supporting structured succession planning.
- Foster a collaborative team environment, emphasizing readiness, accountability, and continuous improvement.
- Support onboarding and development of new hires, ensuring rapid integration and contribution to service improvements.
- Execute modifications to organizational design and teams to optimize operational activity and improve client experience.
- Operations leadership
- Ensure client teams consistently meet or exceed service level agreements (SLAs) and deliver a premium, βwhite gloveβ client experience.
- Provide operational oversight, ensuring all business processes align with best practices and organizational standards.
- Champion best practices in service delivery, leveraging technology and systems for operational efficiency.
- Implement strategies to improve and standardize all aspects of operations.
- Ensure operational controls and management information and reporting requirements are fulfilled.
- Oversee Front of House services as part of the overall client experience.
- Drive operational excellence initiatives, including process improvement, knowledge management, and complaint resolution.
- Promote a culture of high performance, learning, and quality.
- Identify and mitigate operational, compliance, and financial risks.
- Investigate and resolve issues escalated by the client, communicating significant matters to the appropriate leadership.
- Customer & account leadership
- Develop and maintain effective client relationships with operational counterparts.
- Address and escalate client concerns promptly, maintaining a sense of urgency and professionalism.
- Support upselling and cross-selling of new services, as well as renewal and periodic price adjustment (PPA) processes as required.
- Maintain appropriate communications channels with clients, the field, and offsite leadership.
- Financial and Contract Management
- Ensure operational controls are in place to manage budget and maintain profitability.
- Lead contract negotiations, renewals, and amendments as required.
- Develop and execute strategic account plans in alignment with client and organizational goals.
- Other
- Partner with functional teams to implement appropriate policies, internal controls, and reporting.
- Highlight operational, compliance, and financial risk areas.
- Participate as a key project team member in new business implementation.
- Follow delegations of authority for operations team.
WORKING CONDITIONS
- Position operates at sites with maximum of 24/7 operations. Individual shift requirements will vary by site.
- Work is performed in a professional work environment and/or work from home setting.
- Business casual and/or professional attire required.
- Bachelorβs degree or equivalent experience required.
- 8+ years of leadership in a national or global customer service environment.
- Proven track record in resolving contract performance issues and building client relationships.
- Experience managing large teams and multiple service lines, including Front of House operations.
- At least one year of business development experience.
- Minimum five years of financial management, with a strong understanding of P&L impact.
- Excellent client service skills with a service-minded approach; must remain calm and confident in stressful situations.
RRD's current salary for this role is $130,000/ year. The salary range may be adjusted based on the applicable geographic location of the hired employee, and the range may change in the future. At RRD, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions may vary based upon, but not limited to education, skills, experience, proficiency, performance, shift and location. Depending on the role, in addition to base salary, the total compensation package may also include participation in a bonus, commission or incentive program. RRDβs benefit offerings include medical, dental, and vision coverage, paid time off, disability insurance, 401(k) with company match, life insurance and other voluntary supplemental insurance coverages, plus parental leave, adoption assistance, tuition assistance and employer/partner discounts.
Shift: Monday through Friday, 9am to 5pm
#GOC
#WLNAT
All employment offers are contingent upon the successful completion of both a pre-employment background and drug screen.
RRD is an Equal Opportunity Employer, including disability/veterans
LocationAtlanta, Georgia
Full/Part TimeFull-Time
Regular/TemporaryRegular
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About Us
Georgia Tech prides itself on its technological resources, collaborations, high-quality student body, and its commitment to building an outstanding and diverse community of learning, discovery, and creation. We strongly encourage applicants whose values align with our institutional values, as outlined in our strategic plan. These values include academic excellence, diversity of thought and experience, inquiry and innovation, collaboration and community, and ethical behavior and stewardship. Georgia Tech has policies to promote a healthy work-life balance and is aware that attracting faculty may require meeting the needs of two careers.
About Georgia Tech
Georgia Tech is a top-ranked public research university situated in the heart of Atlanta, a diverse and vibrant city with numerous economic and cultural strengths. The Institute serves more than 45,000 students through top-ranked undergraduate, graduate, and executive programs in engineering, computing, science, business, design, and liberal arts. Georgia Tech's faculty attracted more than $1.4 billion in research awards this past year in fields ranging from biomedical technology to artificial intelligence, energy, sustainability, semiconductors, neuroscience, and national security. Georgia Tech ranks among the nation's top 20 universities for research and development spending and No. 1 among institutions without a medical school.
Georgia Tech's Mission and Values
Georgia Tech's mission is to develop leaders who advance technology and improve the human condition. The Institute has nine key values that are foundational to everything we do:
1. Students are our top priority.
2. We strive for excellence.
3. We thrive on diversity.
4. We celebrate collaboration.
5. We champion innovation.
6. We safeguard freedom of inquiry and expression.
7. We nurture the wellbeing of our community.
8. We act ethically.
9. We are responsible stewards.
Over the next decade, Georgia Tech will become an example of inclusive innovation, a leading technological research university of unmatched scale, relentlessly committed to serving the public good; breaking new ground in addressing the biggest local, national, and global challenges and opportunities of our time; making technology broadly accessible; and developing exceptional, principled leaders from all backgrounds ready to produce novel ideas and create solutions with real human impact.
Department Information
About Us
The Georgia Institute of Technology is a top-ranked, public research university established by the State of Georgia in 1885 and committed to developing leaders who advance technology and improve the human condition. It is in the heart of Atlanta, a diverse and vibrant city with great economic and cultural strengths. The Institute is a member of the University System of Georgia, the Georgia Research Alliance, and the Association of American Universities. Georgia Tech prides itself on its excellent students, faculty, and staff, collaborations, and technology resources, and its commitment to diversity, equity, and inclusion.
The Georgia Tech Library is a member of the University System of Georgia library consortia, Atlanta Regional Council for Higher Education (ARCHE), the Association of Research Libraries (ARL), and the Association of Southeastern Research Libraries (ASERL). The library is committed to diversity, equity, and inclusion.Our deeply engaged Library Diversity Council leads our efforts to ensure and maintain a positive, diverse, equitable and inclusive work environment where everyone can thrive. To support this environment, the Georgia Tech Library uses a blind-recruitment process that removes candidates' identifying information during the initial screening and focuses upon skills and qualifications to reduce bias in the hiring process.The Georgia Tech Library team works to fulfill the mission and vision of Georgia Tech and is committed to supporting the Institutes Strategic Plan.
Public Services
The Public Services department provides 24/7 support to the Georgia Tech Library community. The team is responsible for staffing the INFO Desk, chat, phone, Gadgets office, and ticket support for anyone needing Library assistance. The team is the first line of support for Library inquiries and is deeply involved in the service provisions of the library. Public Services is also responsible for Gadgets, the Georgia Tech Library's equipment lending service.
Job Summary
Responsible for library customer support (in person and electronic) which includes: providing assistance with myriad library services, providing bibliographic instruction and referrals, assistance with accessing library content and shared resources, providing user account management, and assisting with various technologies. Provides access and reference services support to GT library patrons, including fulfillment, reference, and multimedia. This position will interact on a regular basis with: faculty, students, staff, unit management, external communities, all internal and external Georgia Tech Library patrons. This position typically will advise and counsel: faculty, students, unit staff; all internal and external Georgia Tech Library patrons. This position will supervise: N/A
Responsibilities
Job Duty 1 - Proactively engaging and assisting library users in obtaining requested materials. Answers Customer Support Tickets. Provides assistance in requesting materials from offsite storage facility and shared resource providers. Direct users to library spaces, expertise, and resources. Assist users with lending technology reservations and instruct on the use of various media and audiovisual equipment.
Job Duty 2 - Use a variety of library-specific software programs to fulfill requests and update user records, switching between multiple system interfaces as necessary; systems including but not limited to: Alma, Primo, Student Information System (Banner), customer issue tracking system (Jira), and various databases and library resources.
Job Duty 3 - Participate in a variety of library projects and initiatives. Engage in learning opportunities with other Library areas to gain a broader knowledge of the services the organization provides.
Job Duty 4 - Interprets and applies library policies and procedures regarding user accounts and the circulation and access of materials both owned and shared.
Job Duty 5 - Provides access to Reserves, Reference, and Gadgets collections.
Job Duty 6 - Maintains accurate user account records while applying patron confidentiality principles.
Job Duty 7 - Assist library users in reference searches, locating and requesting materials, and providing general information regarding library resources.
Job Duty 8 - Provide basic technical support to users needing assistance with computers and peripherals in various library spaces including troubleshooting problems encountered, training in use of selected software and hardware, obtaining wireless access, and escalating issues through appropriate channels.
Job Duty 9 - Perform other related duties as assigned.
Required Qualifications
Educational Requirements
Technical Diploma, Associate's degree, or two years college work or equivalent combination of education and experience Five to seven years of job related experience
Required Experience
Two to four years job related experience
Preferred Qualifications
Additional Preferred Qualifications
Alma Administration Certification
Preferred Educational Qualifications
Bachelor's Degree
Preferred Experience
Three years job related experience
Knowledge, Skills, & Abilities
SKILLS
Specialized skills required: This job requires -knowledge of library principles, practices, and terminology; ability to search library bibliographic databases and effectively analyze and interpret findings; intermediate knowledge of office related computer applications; ability to work both independently and in a team environment; employ exceptional customer service standards; ability to communicate with diverse communities with courtesy and professionalism; and the capability to independently learn new technologies and their applications in libraries.
Specialized skills preferred: Working knowledge of library interfaces and software; experience using Alma/Primo; familiarity with fulfillment workflows, policies and procedures; ability to learn new software applications and utilize technology devices; and library experience working in access services.
Additional Information: Georgia Tech Library is open 24 hours a day/7 days a week. Requires working a schedule that may
include nights/weekends and holidays.
USG Core Values
The University System of Georgia is comprised of our 25 institutions of higher education and learning as well as the System Office. Our USG Statement of Core Values are Integrity, Excellence, Accountability, and Respect. These values serve as the foundation for all that we do as an organization, and each USG community member is responsible for demonstrating and upholding these standards. More details on the USG Statement of Core Values and Code of Conduct are available in USG Board Policy 8.2.18.1.2 and can be found on-line at policymanual/section8/C224/#p8.2.18_personnel_conduct.
Additionally, USG supports Freedom of Expression as stated in Board Policy 6.5 Freedom of Expression and Academic Freedom found on-line at policymanual/section6/C2653.
Equal Employment Opportunity
The Georgia Institute of Technology (Georgia Tech) is an Equal Employment Opportunity Employer. The Institute is committed to maintaining a fair and respectful environment for all. To that end, and in accordance with federal and state law, Board of Regents policy, and Institute policy, Georgia Tech provides equal opportunity to all faculty, staff, students, and all other members of the Georgia Tech community, including applicants for admission and/or employment, contractors, volunteers, and participants in institutional programs, activities, or services. Georgia Tech complies with all applicable laws and regulations governing equal opportunity in the workplace and in educational activities.
Equal opportunity and decisions based on merit are fundamental values of the University System of Georgia ("USG") and Georgia Tech. Georgia Tech prohibits discrimination, including discriminatory harassment, on the basis of an individual's race, ethnicity, ancestry, color, religion, sex (including pregnancy), national origin, age, disability, genetics, or veteran status in its programs, activities, employment, and admissions. Further, Georgia Tech prohibits citizenship status, immigration status, and national origin discrimination in hiring, firing, and recruitment, except where such restrictions are required in order to comply with law, regulation, executive order, or Attorney General directive, or where they are required by Federal, State, or local government contract.
Other Information
This is not a supervisory position.
This position does not have any financial responsibilities.
This position will not be required to drive.
This role is not considered a position of trust.
This position does not require a purchasing card (P-Card).
This position will not travel
This position does not require security clearance.
Other Information
Job Salary: $24.00/hour
Hours: Sunday - Thursday 3pm - 12am
Job Grade: A7
Location: Atlanta, GA
Background Check
Successful candidate must be able to pass a background check. Please visit employment/pre-employment-screening
PrideNow is hiring a Technical Service Engineer for our client in the Tonawanda/Buffalo, NY area. This is a direct hire position with full time benefits with our client- a global leader in designing and manufacturing advanced aseptic processing and freeze-drying equipment for the pharmaceutical and biotech industries.
Salary: $65k-$75k dependent on experience
Job Duties:
- Coordinating and supporting key customer service suppliers for outsourced repairs and services of capital equipment.
- Providing technical expertise on equipment and maintaining vendor relationships at a technical level.
- Acting as internal coordinator for CS programs and equipment rebuild/refurbishment activities.
- Assisting Strategic Account Managers (SAMs) with material selection, equipment knowledge, and service offerings.
- Managing CS projects in SAP, including material structures, parts processing, and creation of new materials.
- Coordinating expedited vendor services and materials for time-sensitive requests.
- Providing technical support to global Customer Service teams.
- Supporting Business Development with technical input as needed.
- Conducting or assisting with departmental audits.
- Monitoring and implementing new technologies and changes introduced by vendors/suppliers.
- Leading or supporting capital equipment upgrade projects.
- Coordinating logistics and production activities related to CS projects and upgrades.
- Handling warranty processing of parts and materials with vendors.
- Creating SAP structures and BOMs, and managing project reporting and material documentation.
- Performing engineering reviews on CS projects and upgrades.
- Promoting and adhering to SHEQ (Safety, Health, Environment, and Quality) requirements across all responsibilities.
SKILLS AND EXPERIENCES
- Bachelor's degree in engineering or equivalent technical experience.
- Excellent organizational skills and ability to manage workload and that of the Service Engineering team.
- Strong self-direction, efficiency, and communication skills.
- Ability to prepare accurate, detailed quotes for capital equipment.
- Availability to travel nationally and internationally (up to 15%).
- Willingness to work overtime when needed.
WHAT WOULD MAKE YOU A GREAT FIT
- Knowledge of freeze dryer upgrades.
- Organized approach to work and proactive attitude.
- Knowledge of refrigeration systems.
- Knowledge of hydraulics and vacuum systems.
- Understanding of electrical systems, electrical distribution, automation, and controls.
WHAT WE OFFER
We provide comprehensive medical, dental, vision, and disability insurance and a 401(k)-retirement plan.
Bonus eligible
Communicates with clients and supports the onboarding of new client accounts, delivering reports to clients, and working with business partners to service company needs throughout the client lifecycle.
Collaborates closely with teams across the enterprise to deliver an outstanding company experience.
Responsibilities: Assist in the coordination of company transitions activity (i.e.
onboarding, off boarding) in close partnership with relevant business partners.
Support the coordination of account maintenance activities (e.g., amendments to account name, fee schedules, benchmarks, company agreements, etc.).
Assist team members to ensure ongoing company contractual obligations are being met.
Support the fulfillment of ad-hoc company inquiries and requests.
Facilitate and oversee company cash flow requests to ensure proper handling.
Help manage company communications to ensure timely and proactive updates are provided.
Proactively anticipate company needs and assist in the development of strategies for meeting and exceeding those needs.
Update and maintain company and authorized third party contact information via CRM application.
Support company meeting preparation by facilitating creation of materials.
Help identify, escalate and resolve problems for any issues affecting the company experience.
Participate in relevant projects across the department, particularly those which look to mitigate risk, improve operational efficiency, and deliver exceptional company service.
Assist to ensure preparation of weekly, monthly, and quarterly company reports and presentations to be delivered to companies.
Support the completion of due diligence and company questionnaires.
Requirements: University (Degree) Preferred.
Required Skills: No Experience Required.
2-3 onsite days per week at 1855 Folsom St in San Francisco.
Responsibilities: Manage daily operation of the Payment Plus virtual pay program.
Conduct analysis and reporting to ensure the program is performing optimally and identify areas for improvement.
Assist with Payment Plus and Card Programs campaigns.
Maintain accurate financial records related to disbursements, including payment receipts, invoices, and other relevant documentation.
Research invoices/vouchers to resolve payment issues.
Support and collaborate with internal departments and external customers, communicate payment status, resolve issues, and provide guidance on disbursement-related inquiries.
Administer Corporate and Procurement Card programs, including processing new card applications, maintenance, and ghost card reconciliation.
Reconcile and audit all Corporate and Procurement Card transactions to ensure policy compliance and prevent misuse and abuse.
Work with end users to determine needed system changes and translate them into coherent timing solutions.
Provide continual training to end users on Corporate Card and Procurement Card programs and system features.
Troubleshoot and provide solutions for any system problems or bugs.
Provide excellent customer service to departmental users and vendors.
Ensure work queues are managed within Service Level Agreements (SLA).
Create and run departmental reports for operational monitoring and ad-hoc analysis.
Perform other AP and Card Programs related duties as assigned.
Requirements: At least 5-10 years of experience in the Accounting and Finance field.
Fluency in written and spoken English.
Strong Excel and data analysis skills.
Proficiency in online Accounts Payable systems (e.g., PeopleSoft or other large ERP systems).
Required Skills: Excellent written and verbal communication.
Strong attention to detail.
Strong analytical and reporting skills.
Good reading comprehension skills.
Ability to handle sensitive situations with tact.
Bright, quick learner.
Preferred Skills: College degree preferred.
Job Description
Limon's Road Service is currently accepting applications for a Qualified, Dependable Service Writer Advisor with Heavy Duty, Medium Duty, Light Duty Truck and Trailer service experience for our {Buda Texas location}.
Requirements :
- 3+ year's experience
- Assist in the day to day shop operations
- Assist with invoicing and purchase orders
- Inventory control
- Customer communication skills Company Description
Family owned Commercial Fleet repair company.
Company Description
Family owned Commercial Fleet repair company.
Psychiatric Services Lead RN
We are helping people overcome. Join us.
The Psychiatric Services Lead Registered Nurse at Hope Network provides essential nursing services across multiple programs, ensuring alignment with program needs and model fidelity. This role combines strong psychiatric assessment and intervention skills with a Recovery-Based approach to support individuals in achieving wellness and independence.
Working collaboratively with psychiatrists and other providers, the Lead RN coordinates psychiatric and medical care, manages medication monitoring and supplies, and promotes trauma-informed, person-centered, and culturally competent practices. In addition to clinical duties, the Lead RN oversees nurse scheduling, manages UKG and Compass systems, and conducts annual evaluations for assigned nursing staff.
Why Join Our Team?
- Medical, Vision, & Dental Care
- 403(b) Retirement Plan
- Educational Reimbursement
- Career-Pathing
- Paid Training
- Employee Referral Bonus
- Generous Paid Time Off
What You'll Do:
- Provide on-call nursing services 24/7 and respond to emergencies in Residential and Crisis Residential settings.
- Deliver exceptional customer service to both internal and external stakeholders.
- Oversee each person's individualized recovery process by supporting health management and clinical treatment.
- Document all care, contacts, and services provided within required timeframes.
- Provide or assist with medical and nursing care across various settings, including community-based environments.
- Participate in developing Treatment Plans and assist persons served in setting and achieving health-related goals.
- Identify and respond to medical or psychiatric crises using appropriate clinical interventions.
- Manage and monitor pharmaceuticals and medical supplies within the program.
- Conduct health screenings, perform health assessments, and oversee medication administration and monitoring.
- Prepare reports and support internal and external audits as required.
Anticipated Work Schedule:
Monday-Friday: 9AM-5PM
Qualifications:
- Registered Nurse or Bachelor Science in Nursing
- State of Michigan RN Licensure
- Maintain a valid motor vehicle operator license with driving records acceptable according to Hope Network policy.
- Preferred four or more years of psychiatric nursing experience.
Our Commitment to Inclusion
Our strength lies in our diversity-empowering us to meet the unique needs of over 34,000 individuals we serve each year. We are proud to be an Equal Opportunity Employer and value the diverse perspectives that each team member brings to our mission.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
This role focuses on driving life, annuity, and feeβbased business through active coaching and strong partnerships with multiline agents across a multiβstate territory.
We deliver on our promise every day to protect livelihoods and futures.
We do this through valueβbased work, demonstrating service, integrity, leadership, teamwork, accountability, and passion in all touch points with client members, employees, agents, and vendors.
Essential Functions Achieve goals for assets under management, WMA/WMC staffing, and revenue while overseeing the full recruitment and onboarding process for WMAs and WMCs across assigned territories.
Lead the sourcing and onboarding of WMCs and ensure a smooth introduction and transition to the agent field.
Partner with leadership and Life Sales Support to evaluate training programs and sales systems, identify gaps, and support improvements that strengthen field performance.
Align sales and marketing strategies by working closely with executive leaders and field leadership.
Build strong relationships with Agency Managers and Agents to support sales growth across FB Life's distribution channels.
Oversee the client and account onboarding experience, ensuring a seamless transition for WMAs and their clients.
Lead fieldβlevel delivery of marketing initiatives, including campaigns, contests, and wholesaler engagement.
Serve as the primary liaison with mutual fund and managedβmoney partners.
Maintain the primary fieldβlevel relationship with WMAs, WMCs, and the platform custodian, RBC.
Collaborate regularly with FBFS field management, Agency Managers, Regional Vice Presidents, and home office leadership to support business goals.
Oversee staff development, including hiring, coaching, performance management, workflow oversight, budgeting, and ongoing employee growth.
Qualifications / KnowβHow Bachelor's degree or equivalent experience plus 12 years of Wealth Management experience required.
Minimum of 5 years of fieldβlevel management experience, with significant recruiting and compliance experience required.
FINRA Registered Representative Series 7 & 24 and 65/66.
CFP preferred.
Leadership and organizational skills, plus proven ability to build and sustain relationships internally and externally required.
Excellent communication and organization skills as well as the ability to maintain confidentiality required.
Strong customer service and public relations skills required.
Experience managing in a highly matrixed organization is preferred.
Extensive travel required and valid driver's license.
Work Authorization/Sponsorship: At this time, we are not considering candidates that need any type of immigration sponsorship now or in the future, such as additional or permanent work authorization.
Applicants must be currently authorized to work in the United States on a full-time, permanent basis.
We are not able to sponsor now or in the future, or take over sponsorship of, an employment visa or work authorization for this role.
For example, we are not considering candidates with OPT status.
The successful candidate will be responsible for assisting customers, addressing inquiries, resolving complaints, and ensuring a positive customer experience.
Key Responsibilities: Respond to customer inquiries via phone, email, or in person Provide accurate information about products and services Resolve customer complaints in a timely and professional manner Maintain records of customer interactions and transactions Process orders, forms, and requests Work closely with other departments to resolve issues Requirements: High school diploma or equivalent Excellent communication and interpersonal skills Strong problem-solving abilities Basic computer skills and familiarity with customer service systems Ability to remain calm and professional when dealing with difficult situations
Location: Nashville, TN (Onsite) Shift: 1st Shift (Standard hours) Pay Rate:$34/hr Need to Speak French Job Responsibilities Ensures the resolution of complex and high-priority customer issues, coordinating with internal teams to deliver comprehensive and timely solutions.
Utilizes advanced analytics to monitor and evaluate agent performance, preparing detailed reports to drive data-informed decision-making and coaching.
Possesses the ability to remove entitlement roadblocks when the quotes team is not available and assists customer service manager with agent feedback and coaching.
Coordinates with workforce management on agent tardies and absences and uses knowledge, tools, and applications simultaneously to quickly connect care providers with solutions.
Analyzes and interprets customer feedback to identify systemic issues, recommending strategic improvements to enhance overall service quality, working under limited supervision.
Develops and implements advanced troubleshooting procedures for challenging technical problems, ensuring effective and efficient resolutions.
Provides support to customers on a range of sophisticated product and service inquiries, leveraging in-depth knowledge and experience.
Utilizes advanced analytics to monitor and evaluate service metrics, preparing detailed reports to drive data-informed decision-making.
Executes training programs for both customers and internal teams, focusing on complex service issues and advanced product features.
Reviews and validates high-impact service requests and orders, ensuring precision and accuracy in processing and execution.
Executes customer experience initiatives by proactively identifying and addressing potential service gaps and areas for improvement.
Guides junior team members, providing advanced training and support to develop their skills and improve their handling of complex issues.
Drives continuous improvement efforts by leading initiatives to refine service protocols, integrate new technologies, and enhance customer interactions.
Requirements Minimum required Education: High School Diploma, Vocational Education Minimum required Experience: Minimum 2 years of experience in Customer Success, Customer Service, Customer Support or equivalent.
Preferred Skills Preferred Education: Bachelor's Degree or equivalent Preferred Experience: 3-5 years of Customer Service experience Skills: Data Analysis & Interpretation, Root Cause Analysis (RCA), Troubleshooting, Customer Relationship Management (CRM) Software, Microsoft Office, Data Entry, Documentation & Reporting, Administrative Support, Escalation Management, Customer Response Management, Customer Satisfaction Techniques, Customer Service Software, Technical Support
Utilizes advanced analytics to monitor and evaluate agent performance, preparing detailed reports to drive data-informed decision-making and coaching.
Possesses the ability to remove entitlement roadblocks when the quotes team is not available and assists customer service manager with agent feedback and coaching.
Coordinates with workforce management on agent tardies and absences and uses knowledge, tools, and applications simultaneously to quickly connect care providers with solutions.
Analyzes and interprets customer feedback to identify systemic issues, recommending strategic improvements to enhance overall service quality, working under limited supervision.
Develops and implements advanced troubleshooting procedures for challenging technical problems, ensuring effective and efficient resolutions.
Provides support to customers on a range of sophisticated product and service inquiries, leveraging in-depth knowledge and experience.
Utilizes advanced analytics to monitor and evaluate service metrics, preparing detailed reports to drive data-informed decision-making.
Executes training programs for both customers and internal teams, focusing on complex service issues and advanced product features.
Reviews and validates high-impact service requests and orders, ensuring precision and accuracy in processing and execution.
Executes customer experience initiatives by proactively identifying and addressing potential service gaps and areas for improvement.
Guides junior team members, providing advanced training and support to develop their skills and improve their handling of complex issues.
Drives continuous improvement efforts by leading initiatives to refine service protocols, integrate new technologies, and enhance customer interactions.
Requirements: Minimum required Education: High School Diploma, Vocational Education Minimum required Experience: Minimum 2 years of experience in Customer Success, Customer Service, Customer Support or equivalent.
Minimum required Certification: N/A Preferred Skills: Preferred Education: Bachelor's Degree or equivalent Preferred Experience: 3-5 years of Customer Service experience Preferred Certification: N/A Skills: Data Analysis & Interpretation, Root Cause Analysis (RCA), Troubleshooting, Customer Relationship Management (CRM) Software, Microsoft Office, Data Entry, Documentation & Reporting, Administrative Support, Escalation Management, Customer Response Management, Customer Satisfaction Techniques, Customer Service Software, Technical Support
Facility Location
NATIONAL EEO SVC FACILITY
5405 CYPRESS CENTER DR STE 330
TAMPA, FL 33609-1026
This is NOT a remote position.
Position Information
NON-SCHEDULED DAYS: SAT/SUN
HOURS: 08:00 AM to 05:00 PM EST
BENEFIT INFORMATION: The salary will be based on previous experience, salary history, and current Postal pay policies. We offer excellent benefits including health insurance and annual leave.
Functional Purpose
Reviews and analyzes Equal Employment Opportunity (EEO) complaint files; serves as Contracting Officer's Representative for outsourcing services.
DUTIES AND RESPONSIBILITIES
1. Assigns cases to and coordinates the activities of independent contractors who provide pre-complaint counseling and/or mediation services. Reviews reports for legal sufficiency and authority settlement agreements reached at the pre-complaint counseling stage and monitors compliance with those agreements.
2. Reviews DRS (Dispute Resolution Specialist) Inquiry Report to determine sufficiency for acceptance and dismissal. Processes formal complaints of employment discrimination and related amendments and consolidations for acceptance and dismissal through application of Equal Employment Opportunity Commission regulations and case law. Responds to appeals of final agency decisions dismissing complaints.
3. Assigns cases to and coordinates the activities of independent contractor EEO investigators. Reviews investigative plans, and draft and completed EEO investigations to ensure compliance wtih national quality standards and regulatory timelines.
4. Coordinates and reviews the work of independent contractors preparing draft final Agency decisions on the merits of EEO complaints. Issues final agency decisions on the merits of EEO complaints on behalf of the Postal Service and responds to appeals of these final agency decisions. Reviews decisions issued by EEOC Administrative Judges on the merits of EEO complaints and issues Notices of Final Action, either implementing or appealing those decisions. Assists in responding to appeals of Notices of Final Action.
5. Develops and provides EEO training to EEO service providers, Area, and District personnel. Assists in the development and delivery of training or skills development sessions for newly selected Investigative Services Office) Analysts.
6. Provides guidance and technical advice concerning the EEO complaints process and Postal Service regulations, policies, programs and procedures to independent contractors. Provides guidance concerning EEO issues to Area and District personnel.
7. Interacts as necessary with EEO Compliance and Appeals, the Law Department, postal management, EEOC District and Field Offices, and the EEOC's Office of Federal Operations with respect to the procedures for processing pending EEO complaints.
The United States Postal Service has the following excellent and challenging employment opportunity for highly motivated and innovative individuals. Successful candidates must demonstrate through a combination of education, training, and experience the following requirements:
Requirements
- Knowledge of contracting procedures is sufficient to function as a Contracting Officer Representative.
- Ability to develop and provide EEO training.
- Ability to provide technical advice and assistance to independent contractor Equal Employment Opportunity (EEO) investigators, district, area, and headquarters personnel.
- Ability to analyze data related to EEO complaint processing including trend analysis on case processing time frames, utilizing a computerized database and spreadsheet software.
- Ability to coordinate and oversee the work of EEO service providers including independent contractor EEO counselors, mediators, investigators and final agency decision writers.
- Knowledge of the statutes, regulations, case law, administrative procedures and Postal Service policy pertaining to equal employment opportunity (EEO) complaints sufficient to manage and process informal and formal complaints.
Reimbursement of relocation expenses will NOT be authorized
Qualified applicants must successfully pass a pre-employment drug screening to meet the U.S. Postal Service's requirement to be drug free.
Applicants must also be a U.S. citizen or have permanent resident alien status.
Job Responsibilities
- Deliver meals to patients using the Room Service program, ensuring accuracy of delivery to the correct patient, room, or nursing unit
- Position meal trays appropriately for patients, such as placing trays on bedside tables for ease of access and comfort
- Measure and record patients' intake when required by physician orders or nursing care protocols, maintaining accurate documentation
- Assist patients and family members with menu selection, providing guidance and clarification using trained scripting techniques
- Respond to patient and family questions regarding meals and menu options with professionalism, courtesy, and empathy
- Use computerized scanning devices to track meal delivery status in the Room Service system for accurate and timely updates
- Retrieve soiled trays from patient rooms and inspect them for personal belongings, medical devices, or medications before returning them to the kitchen
- Deliver floor supplies, snacks, and nutritional supplements to nursing units, and monitor stock levels of tube feedings and supplements to maintain par levels
- Communicate with nursing staff about any special meal requests, delays, or concerns regarding patient dietary needs or preferences
- Clean and sanitize meal delivery carts, trays, and dishware using commercial dish machines and cleaning equipment, following safety guidelines
- Maintain a clean and safe work environment by practicing proper food handling, sanitation procedures, and recording required HACCP temperature logs
- Perform routine restocking of trays and nourishment items, assist with detailed cleaning tasks in the kitchen or service areas, and dispose of trash or recyclables according to facility policy
Position Qualifications
Preferred:
- High School or Equivalent
Work Environment
- As a Room Service Associate, you'll work in a fastβpaced, dynamic environment that requires physical stamina and attention to safety. The role involves standing and walking for extended periods, often in areas with high foot traffic and limited space. You'll be exposed to varying temperaturesincluding brief periods in extreme heat or coldas you move between kitchen areas, delivery routes, and occasionally to outlying buildings.
- The kitchen environment can be noisy, with occasional wet floors and exposure to sharp tools and equipment such as slicers and grinders. Tasks may include bending, stooping, reaching overhead, and lifting items up to 40 lbs, as well as pushing and pulling food carts or equipment in and out of the department. Proper use of personal protective equipment (PPE)including a cutting glove, apron, goggles, safety shoes, and chemicalβresistant glovesis required to ensure your safety while performing daily tasks.
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Age of Patients Served
- All Age Groups
HIPAA RolesβBased Access to Patient Information
- None β No access to patient information β Level 0
Required
Preferred
Job Industries
- Other
Job Summary:
Position will primarily support the program administrators by preparing, facilitating, recording, and compiling meeting minutes for the HUD Capacity Building Grant Coalition.
Additional duties may include assisting with scheduling, follow-up communications, and organizing related documentation.
Ability to work independently and manage time effectively, prior experience supporting public health or government programs is a plus.
We are looking for someone with strong Project Management skills.
Essential Functions
- Essential functions are fundamental, core functions common to all positions in the class series and are not intended to be an exhaustive list of all job duties for any one position in the class. Since class specifications are descriptive and not restrictive, incumbents can complete job duties of similar kind not specifically listed here.
- Monitors, evaluates, collects and analyzes program data. Provides technical assistance and recommends course of action.
- Prepares interpretative reports of program goals and objectives, provision of services and programs/services ability to meet standards and regulations.
- Participates in developing policies, regulations, forms, proposal requests, implementing new procedures, monitors, develops, reviews, updates, negotiates contracts, and/or prepares grant applications.
- Analyzes problems, applies policy to problem situations, responds to requests for information and questions regarding services.
- Assists as consultant, coordinator/liaison for special programs and/or projects.
- Assesses impact of proposed rules on current operations financially and programmatically.
- May supervise professional staff engaged in monitoring functions, special projects and/or clerical staff performing record keeping functions.
JOB REQUIREMENTS
Applicants must have education, training and/or experience demonstrating competence in each of the following areas:
1 . Three years' experience in health or human services work such as applying theories, principles, laws and practices of health or human services programs and services that assist with and improve life for individuals, families, or communities such as financial support, employment, unemployment, housing, health care, disease preventlon, substance abuse, child protective services.
2. Six months experience in health or human services program administration such as overseeing and directing the development, implementation and evaluation of health or human services programs and services; planning and establishing short- and long-range program goals and objectives. Providing advice to other agency organizational units through consultation.
3. Six months experience in developing policies or procedures.
4. Six months experience in interpreting laws, rules, regulations, standards, policies, and procedures.
5. Six months experience in narrative report writing.
Title: Fair Lending Banking Specialist / Program Manager
Location: Sewell, NY
Job Type: Direct hire
Work Week: 8:15 am β 5 pm, in office
Work Mode: 100% onsite
Salary Range: $80,000 - $135,000 per year.
Job Overview: The Fair Lending Banking Specialist will lead the design, implementation, and ongoing management of the Bankβs Fair Lending Compliance Program to ensure full compliance with federal and state regulations and maintain a strong fair lending risk profile. This role serves as the program owner for all Fair Lending governance, risk assessment, monitoring, reporting, training, and regulatory examination readiness activities.
The ideal candidate will bring hands-on experience establishing and leading a Fair Lending Compliance Program within a banking or financial institution environment β including developing risk assessment methodologies, building monitoring frameworks, conducting redlining and comparative file reviews, managing remediation, and presenting results to Senior Management and the Board of Directors.
This position partners closely with Senior Leadership, Compliance, Risk, CRA, Lending, and Audit teams to proactively identify Fair Lending risk and continuously strengthen the Bankβs compliance posture.
Key Responsibilities
Fair Lending Program Ownership & Governance
- Design, implement, and oversee the Bankβs enterprise-wide Fair Lending Compliance Program, ensuring it is risk-based and aligned with the Bankβs size, complexity, and business model
- Serve as the primary subject matter expert and owner for Fair Lending risk management across all lending products and business lines
- Advise Senior Management and the Board of Directors on emerging Fair Lending risks, regulatory expectations, and program effectiveness
Risk Assessment & Monitoring
- Develop and execute the Bankβs annual Fair Lending risk assessment, evaluating underwriting, pricing, marketing, steering, redlining, and product risk
- Design and oversee a robust Fair Lending monitoring framework, including:
- Comparative file reviews
- Redlining analysis
- Marketing and outreach reviews
- Exception and override testing
- Quality of assistance reviews
- Identify root causes of Fair Lending issues and ensure timely remediation and control enhancements
Reporting & Regulatory Engagement
- Prepare clear, concise, and data-driven reports for Senior Management and the Board of Directors on Fair Lending risk, trends, and remediation efforts
- Serve as the primary owner for Fair Lending regulatory examinations (OCC, FDIC, CFPB, state regulators), including preparation, issue management, and response development
- Maintain comprehensive documentation, workpapers, and evidence supporting program effectiveness
Policies, Controls & Training
- Develop and maintain all Fair Lending-related policies, procedures, and program documentation
- Review credit policies, pricing structures, underwriting criteria, marketing strategies, new products, and third-party activities to proactively identify Fair Lending risk
- Design and lead Fair Lending training programs for employees, Senior Management, and the Board of Directors, including customized training as needed
Cross-Functional Leadership
- Partner with the CRA Officer, Lending teams, Compliance, Risk Management, Audit, and Operations to integrate Fair Lending controls throughout the organization
- Lead continuous improvement initiatives to strengthen preventative and detective controls
- Manage special compliance projects as assigned
Required Qualifications
Important Note: This role requires hands-on leadership and ownership of a Fair Lending Compliance Program within a banking environment. Experience limited to loan origination, underwriting, or participation in Fair Lending reviews without program design and management responsibility will not meet the requirements of this position.
- Bachelorβs Degree (required)
- 5+ years of banking compliance experience with direct ownership of Fair Lending Compliance Programs
- Demonstrated experience designing and managing Fair Lending risk assessments, monitoring frameworks, and regulatory examinations
- Extensive hands-on experience with:
- Comparative file reviews
- Redlining analysis
- Underwriting and pricing risk reviews
- Fair Lending remediation efforts
- Expert knowledge of Fair Lending laws and regulations, including ECOA, FHA, HMDA, and regulatory guidance
- Proven ability to present complex Fair Lending risk information to Senior Management and Board-level audiences
- Strong analytical and data interpretation skills
- Proven ability to lead cross-functional initiatives and manage multiple complex projects simultaneously
- Excellent written and verbal communication skills
- Strong organizational skills and ability to work independently
Preferred Qualifications
- Certified Compliance Professional (CRCM, CAFP, or similar)
- Experience leading Fair Lending programs within community banks, regional banks, or credit unions
- Experience working directly with regulatory agencies on Fair Lending matters
- Advanced data analytics or statistical analysis experience related to Fair Lending risk
Caroline Lending LLC is seeking an Operations Coordinator to join our growing team in Houston. This role is ideal for a highly organized, tech-savvy individual who enjoys working in a fast-paced, digital environment where accuracy, problem-solving, and initiative are valued every day.
Caroline Lending is a direct commercial real estate lender originating construction and land development loans in 17 states. Weβre not brokersβweβre operators. Every loan, property, and borrower is managed through in-house data systems and digital workflows. Our environment is collaborative, transparent, and powered by technology.
What Youβll Do
- Manage and update in-house data systems (FileMaker Pro, Excel, and proprietary tools).
- Track and document details of active loans, insurance policies, and construction projects.
- Communicate with borrowers, vendors, and internal teams through Outlook and other digital platforms.
- Coordinate and verify documents across multiple parties to ensure accuracy and compliance.
- Assist with expense tracking, project monitoring, and operational reporting.
- Learn new processes quickly and continuously improve them.
What Weβre Looking For
- Proficiency with Microsoft Excel, Word, and Outlook (intermediate to advanced level).
- Comfort working in database environments (FileMaker experience a plus).
- Detail-oriented mindset with strong organizational and problem-solving skills.
- Ability to work independently, manage multiple priorities, and meet deadlines.
- Excellent written and verbal communication skills.
- Strong sense of ownership and intellectual curiosityβsomeone who enjoys figuring things out.
About the Environment
We operate in a bright, open office at Greenway Plaza with a collaborative, results-driven culture. We invest heavily in technology and training, and we value intelligence and initiative over credentials or titles. If you thrive on learning and enjoy making systems run more efficiently, youβll fit right in here.
Why Youβll Love Working Here
- High-tech tools and a flat, collaborative structure.
- Competitive compensation with room to grow.
- Real responsibility from day oneβyour work directly impacts our lending operations.
- An energetic, modern environment where people take pride in precision and performance.
Application Note
Local Houston applicants only, please. This is an in-office position located at Greenway Plaza.
Description
Secured Lending Commercial Specialist will be responsible for providing the information needed to order and review appraisals, environmental and feasibility studies. In addition, a Secured Lending Commercial Specialist will input floor plans, manage construction project files, handle project funding and advise on project progress.
Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position.
KEY RESPONSIBILITIES
- Request appraisals
- Appraisal Reviews - Internal and External
- Construction Draw Monitoring
- Environmental Reviews
- Floorplan Additions/Validation
ATTITUDES
Builds positive relationships with internal and external clients by valuing other's feelings and rights in both words and actions, and embracing other's unique beliefs, backgrounds, and perspectives by demonstrating:
- Respect: Speak to others with kindness, and fairness
- Client Focus: Deliver consistent, high-quality service that builds trust and loyalty
- Inclusion: Encourage diverse viewpoints in decision making
BEHAVIORS
Demonstrates strong business ethics and honest behaviors and the ability to positively influence and work with others to achieve excellent results by demonstrating:
- Leadership: Demonstrate ability to positively influence others to achieve
- Integrity: Strong business ethics and honest behavior
- Collaboration: Works positively with others to produce the best results
- Volunteerism: A visible presence in serving our communities
COMPETENCIES
Reflects skill, good judgement, positive conduct, and personal responsibility for assigned areas. Seeks to implement and leverage services and technologies that create efficiencies by demonstrating:
- Accountability: Take responsibility for assigned duties and actions
- Innovation: Think creatively for better processes to create efficient workflow
- Professionalism: Be respectful, use good judgment, and have a positive attitude
POSITION LEVEL(S) EXPECTATIONS (if applicable)
- Secured Lending Commercial Specialist I: will focus on residential 1-4 family appraisals, appraisal ordering, and floor plan additions.
- Secured Lending Commercial Specialist II: will also handle commercial appraisals and construction funding for loans under $1 million. In addition to the previous tasks.
- Secured Lending Commercial Specialist III: will handle any commercial appraisals and construction funding for loans over $1 million. In addition to previous tasks.
SEEKS PROFESSIONAL DEVELOPMENT OPPORTUNITIES
Complete appraisal webinars and research on appraisal regulations. Be willing to participate in CNB Academy leadership trainings.
Requirements
QUALIFICATIONS, EDUCATION, & EXPERIENCE
To perform this position successfully, an individual must be able to perform each essential position requirement satisfactorily and a skills inventory is listed below. A high school diploma or general education degree (GED) is required. A background screening will be conducted.
- LANGUAGE SKILLS: Ability to read, comprehend, and interpret documents. Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization. Ability to communicate to clients directly and effectively.
- TECHNOLOGY SKILLS: Ability to utilize telephone systems and possess good digital literacy including email, internet and intranet use. Ability to learn core transaction systems, appraisal tracking systems and any other computer programs pertinent to performing job duties.
- MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure. Ability to understand basic budgets and adjust for construction costs.
- REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to solve challenging problems involving several variables in a standardized situation.
- PHYSICAL DEMANDS AND WORK ENVIRONMENT: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.
This position operates in a professional office environment with considerable time spent at a desk using office equipment such as computers, phones, and printers. Noise level is moderate with moderate communication and interactions with others. Ability to travel on occasion to all market areas and attend seminars or training sessions offsite.
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
DISCLAIMER: This job description is not an exclusive list of responsibilities and duties. They may change at any time without notice.
BENEFITS
- Medical, Dental, Vision & Life Insurance
- 401K with company match
- Paid Time Off & Recognized Holidays
- Leave policies
- Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet)
- Employee Assistance Program
- Employee Health & Wellness Program
- Special Loan and Deposit Rates
- Gradifi Student Loan Paydown Plan
- Rewards & Recognition Programs and much more!
Eligibility requirements apply.
CNB Bank is an equal opportunity employer and all applicants are considered based on qualifications without regard to sex, race, color, ancestry, religious creed, national origin, sexual orientation, gender identity, physical disability, mental disability, age, marital status, disabled veteran or Vietnam era veteran status. CNB Financial Corporation is an Affirmative Action Employer and is committed to fostering, cultivating and preserving a culture of diversity and inclusion.
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