Sales Jobs in Ct

The General Manager is responsible for maximizing sales, providing an exceptional shopping experience for the customer, and managing the store’s visual and operational standards, including the store’s shrink %, wage cost and Clienteling. The General Manager is responsible for staffing, training and developing high performance teams.

Responsibilities:

SALES LEADERSHIP:

• Creates an outstanding sales and Customer Service environment
• Strives for sales excellence and results
• Sets and evaluates weekly, monthly and seasonal goals for staff
• Works with customers and models excellent customer service and Clienteling skills
• Maximizes sales through strong floor supervision skills
• Assesses store morale, monitors and praises positive associate performance, and resolves and documents performance issues promptly
• Develops Sales Associates to be experts in the selling steps and client building through utilizing the Sales Training Programs and the Client Books

STAFFING AND ASSOCIATE DEVELOPMENT:

• Networks in industry to recruit and hire high quality management and sales-oriented associates
• Fills all levels of open positions within the store in an urgent and timely manner
• Ensures adequate staff is available to meet business needs – schedules accordingly
• Follows company criteria properly hiring, reviewing, coaching and promoting Sales Associates and Assistant Managers
• Administers company personnel programs including appropriate performance reviews, compensation and employment records
• Ensure personnel are trained on product knowledge, selling skills and customer service to support the brand experience
• Documents employee performance in a timely manner
• Creates enthusiasm and excitement within store to motivate high performance teams

OPERATIONAL EXCELLENCE:

• Protects store payroll by managing wage costs, salaries, and allowable hours
• Controls company’s assets, i.e. key control, loss prevention measures, inventory paperwork and company standards of conduct
• Strives for 100% accuracy and compliance in cash, inventory, fixtures and property

STORE STANDARDS:

• Execute floor-set and promotional directives; implements visual merchandising
• Supervises the overall cleanliness and organization of the sales floor and backroom
• Ensures store appearance and atmosphere supports and reinforces the brand image
• Understands, supports and complies with all company policies and procedures

MERCHANDISING/VISUAL:

• Ensure execution of effective merchandising strategies and directives
• Ensure the selling floor is neat, clean, organized and reflects the correct visual image at all times
• Ensure presentation of all displays, fixtures and all visual areas are reflective of current visual direction
• Identify and communicate product concerns in a timely manner
• Communicate inventory needs to support the business goals

FASHION/STYLING:

• Represents the fashion and style of Veronica Beard
• Knowledge of current fashion trends and styles
• Appreciation and demonstration of an overall finished fashion look
• Ensure staff is following Veronica Beard fashion guidelines.
• Comfortable with being on camera for social media purposes (both stills and video)
• Able to fluidly discuss product and fashion on camera

Requirements:

• Ideal candidate must possess 3-5 years in the luxury business, strong team leadership, excellent customer service, interpersonal and communication skills required, energetic, outgoing, driven individual with an eye for women's fashion and passion to succeed. Strong visual background, sound organization and operational skills
• Minimum of 2 years retail Store Management position/experience in women’s apparel (or related field)
• Ability to work flexible schedule including nights and weekends
• Strong verbal and communication skills
• Strong observation skills – identifying and assessing customer and employee behavior, reactions, and floor awareness
• Ability to retain and utilize data, i.e. names, merchandise, information, policies and procedures
• Ability to create a quality working environment that will encourage others to develop and excel
• Foster a work climate that inspires mutual trust, respect, professionalism and teamwork to achieve goals

At Veronica Beard, we are committed to creating and maintaining a workplace where every single employee can thrive and feel valued. As a company, we firmly believe that there is strength in diversity. We seek to recruit talent from a variety of perspectives and backgrounds and are actively seeking candidates with a dedication to advancing equity, inclusion, and racial and social justice in their work.

Veronica Beard is committed to an environment of mutual respect and is an EEO/Affirmative Action Employer. No employee or applicant is discriminated against because of race, color, sex (including pregnancy), age, national origin, religion, sexual orientation, gender identity, gender expression, parental status, status as a veteran, and basis of disability or any other federal, state or local protected class.

Job Title: Wordings Manager - Specialty Risks

Division: Specialty Risks

Reports To: As per Beazley's organisation chart

Key Relationships: Business Management, Specialty Risks Underwriters, Compliance, Innovation and Product Development and all other relevant stakeholders

Job Summary: Provide underwriting and wordings support to assigned Specialty Risks teams or focus groups and general support across Specialty Risks and other Beazley trading teams as necessary.

FLSA Status: Exempt

Key Responsibilities:

Wordings:

* Primary focus is on drafting policy wordings and endorsements to support business/underwriting objectives of the assigned Specialty Risks team/focus group.

* Assist the focus groups in addressing coverage issues raised in the underwriting and negotiation process to assist in successful closing of business opportunities.

* Assist the focus groups in achieving sales and service goals by providing high quality and timely response to queries raised.

* Providing support on underwriting, product development, and coverage issues.

* If qualified, review confidentiality agreements and warranty statements as needed for US/UK/RoW Specialty Risks Underwriters in order to engage in the underwriting process.

* Assist Specialty Risks underwriters in addressing bespoke coverage requests; requires interaction with Brokers, Insureds, other key external stakeholders (i.e. insured counsel).

* Managing the NDA process and manage and train wordings analysts work with NDAs.

* Managing the Endorsement process in the US and RoW.

* Manage the US, UK and RoW Product Development and Product Delivery process which includes: product development, drafting, addressing questions and objections from state departments of insurance when necessary for US platform products.

* Manage the US admitted filings and supporting the filing process for wordings and endorsements.

* Coordinate projects and work collaboratively with other key stakeholders internally, including but not limited to Compliance, Claims, Conduct Risk, UW Controls and Operations, Specialty Risks, Marketing and IT.

* Monitor competitive landscapes for the continuous improvement or wordings and underwriting controls.

* Participate in Team/Focus Group Business Planning, Away Days, Broker/Client meetings and other Marketing events, as required and appropriate.

* Provide assistance with additional projects and/or legal services (if qualified) for Business Management, Specialty Risks or other Beazley teams, as needed.

* Monitor claims developments and impact of wording on claims.

General

It is important that within all your interactions both internally and externally you adhere to Beazley's core values - Being Bold, Striving for Better, and Doing the Right Thing - as they contribute to an internal environment of teamwork and promote a positive brand image and experience to our external customers. We also expect Beazley employees to:

* Comply with Beazley procedures, policies and regulations including the code of conduct which incorporates the PRA and FCA Conduct.

* Undertake training on Beazley policies and procedures as delivered by your line manager, the Culture & People or assurance teams (compliance, risk, internal audit) either directly, via e-learning or the learning management system.

* Display business ethics that uphold the interests of all our customers.

* Ensure all interactions with customers are focused on delivering a fair outcome, including having the right products for their needs.

* Comply with any specific responsibilities necessary for your role as outlined by your line manager, the Culture & People or assurance teams (compliance, risk, internal audit) and ensure you keep up to date with developments in these areas. This may include, amongst others, Beazley's underwriting control standards, Beazley's claims control standards, other Beazley standards and customer relationship management.

* Carry out additional responsibilities as individually notified, either through your objectives or through the learning management system. These may include membership of any Beazley committees or working groups.

Personal Specification:

Education & Qualifications

* Undergraduate degree or Law degree preferred

Skills & Abilities

* Organized and detailed oriented

* Computer skills - good working knowledge of MS office

* Ability to communicate effectively with others, both verbally and in writing

* Self-motivated team worker who is also able to work on own initiative

* Proven ability to manage time, meet deadlines, and prioritise

* Able to maintain standards and professionalism during periods of fluctuating workloads

Essential Criteria

* Relevant professional level experience required

* Insurance-related experience preferred

* Strong client service skills required

Aptitude & Disposition

* Task-focused, self-motivated and flexible

* Consistently professional approach

* Able to successfully interact with managers/underwriters/colleagues/external suppliers

* Positive, enthusiastic and service oriented

Competencies

* Achievement orientation

* Analytical thinking

* Information seeking

* Customer focus

* Team working

* Initiative

* Problem solving

* Detail oriented

Who We Are:

Beazley is a specialist insurance company with over 30 years' experience helping people, communities and businesses to manage risk all around the world. Our mission is to inspire our clients and people with the confidence and freedom to explore, create and build - to enable businesses to thrive. Our clients want to live and work freely and fully, knowing they are benefitting from the most advanced thinking in the insurance market. Our goal is to become the highest performing sustainable specialist insurer.

Our products are wide ranging, from cyber & tech insurance to marine, healthcare, financial institutions and contingency; covering risks such as the weather, film production or protection from deadly weapons.

Our Culture

We have a wonderful mix of cultures, experiences, and backgrounds at Beazley with over 2,000 of us working around the world. Employee's diversity, experience and passion allow us to keep innovating and moving forward, delivering the best. We are proud of our family-feel culture at Beazley that empowers our staff to work from when and where they want, in an adult environment that is big on collaboration, diversity of thought and personal accountability. Our three core values inspire the way we work and how we treat our people and customers.

• Be bold
• Strive for better
• Do the right thing

Upholding these values every day has enabled us to become an innovative and responsive organization in touch with the changing world around us - our ambitious inclusion & diversity and sustainability targets are testament to this.

We are a flexible and innovative employer offering a friendly, collaborative, and inclusive working environment. We actively encourage and expect applications from all backgrounds. Our commitment to fostering a supportive and dynamic workplace ensures that every employee can thrive and contribute to our collective success.

Explore a variety of networks to assist with professional and/or personal development. Our Employee Networks include:

• Beazley RACE - Including, understanding and celebrating People of Colour
• Beazley SHE - Successful, High potential, Empowered women in insurance
• Beazley Proud - Our global LGBTQ+ community
• Beazley Wellbeing - Supporting employees with their mental wellbeing
• Beazley Families - Supporting families and parents-to-be

We encourage internal career progression at Beazley, giving you all the tools you need to drive your own career here, such as:

• Internal Pathways (helping you grow into an underwriting role)
• iLearn (our own learning & development platform)
• LinkedIn Learning
• Mentorship program
• External qualification sponsorship
• Continuing education and tuition reimbursement
• Secondment assignments

The Rewards

• The opportunity to connect and build long-lasting professional relationships while advancing your career with a growing, dynamic organization
• Attractive base compensation and discretionary performance related bonus
• Competitively priced medical, dental and vision insurance
• Company paid life, and short- and long-term disability insurance
• 401(k) plan with 5% company match and immediate vesting
• 22 days PTO (prorated for 1st calendar year of employment), 11 paid holidays per year, with the ability to flex the religious bank holidays to suit your religious beliefs
• Up to $700 reimbursement for home office setup
• Free in-office lunch, travel reimbursement for travel to office, and monthly lifestyle allowance
• Up to 26 weeks of fully paid parental leave
• Up to 2.5 days paid annually for volunteering at a charity of your choice
• Flexible working policy, trusting our employees to do what works best for them and their teams

Salary for this role will be tailored to the successful individual's location and experience. The expected compensation range for this position is $100,000-110,000 per year plus discretionary annual bonus.

Don't meet all the requirements? At Beazley we're committed to building a diverse, inclusive, and authentic workplace. If you're excited about this role but your experience doesn't perfectly align with every requirement and qualification in the job specification, we encourage you to apply anyway. You might just be the right candidate for this, or one of our other roles.

A mission-driven healthcare organization is seeking a Senior Paralegal to join its legal within a collaborative and entrepreneurial environment. This is a unique opportunity to be part of a well-established company with a strong financial position and a commitment to excellence.

See what people are saying about working here:

• “The Chief Legal Council is top shelf!”
• “Located in attractive Fairfield County environs.”
• “Excellent training on new technologies!”
• “Collaborative and supportive team?”

Title: Senior Paralegal - Hybrid

Salary: $80,000 to $110,000

Location: Stamford, CT

Our client, a forward-looking and fast-paced company, is seeking to hire a Senior Paralegal to join their legal team to support contract drafting, editing and management, and regulatory research and analysis. Reporting to the General Counsel, the successful candidate will support the contract process across the company and navigate complex regulatory frameworks. The ideal candidate will have strong experience with contract drafting, researching and analyzing federal and state healthcare regulations, and possess excellent organizational skills, Additionally, the individual will ensure that all necessary licenses are secured and maintained across various states, and collaborate with internal business partners and external regulatory bodies to ensure adherence to legal and regulatory requirements. This is an excellent opportunity to grow your career with a successful industry leader.

Responsibilities:

• Responsibilities for the Senior Paralegal will include drafting, reviewing, and managing legal documents including sales contracts and amendments, vendor contracts, Business Associate Agreements and NDAs.
• Providing support to the General Counsel by monitoring regulatory changes and assisting in developing internal guidance and compliance strategies.
• Supporting contract negotiations, maintaining version control, and ensuring timely renewals.
• Conducting legal research and analysis on a variety of legal issues, including health care and privacy laws, summarizing findings and providing actionable insights to the General Counsel and internal business stakeholders.
• Partnering closely with other departments and external counsel to gather necessary information to support cross-functional legal needs as needed.
• Collaborating closely with Compliance to manage and renew licenses and registrations, including Secretary of State registrations, state-specific Registered Agents, TPA licenses among others.
• Researching and interpreting federal and state regulations related to licensure applications for various lines of business.
• Providing miscellaneous support as needed across the organization.

Requirements:

• Bachelor’s degree or equivalent experience in business, law, healthcare administration, or a related field; Paralegal certification preferred.
• Minimum 5 plus years of paralegal experience, with proven experience in regulatory compliance.
• Strong experience with contract drafting and management is essential, Experience with LinkSquares preferred.
• Experience supporting senior legal executives.
• Excellent written, verbal, and organizational skills with the ability to manage multiple projects in a timely fashion.
• Proficient in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook).

Position:

The Engineering Project Manager will report directly to the PMO Manager and will be responsible for leading and managing assigned NPI Projects from project initiation through production hand-off.

Key Goals:

The EPM goal when managing projects is to meet or exceed internal and external customer expectations while maintaining the scope, quality and any costs associated with the project. The Engineering Project Manager will oversee and manage the activities of multiple projects involving contracted component/assembly processes, equipment/tooling builds, and plant layout tasks that support all three AVNA facilities.

Responsibilities:

• The EPM will facilitate communication between the customer and the internal project team. The EPM will guide contractual conversations, technical conversations, and production conversations.
• The EPM manages activities for cross-functional team members that include Manufacturing Engineers, Quality Engineers, Automation Engineers, Toolmakers/technicians, Maintenance, product supervisors, estimating/quoting/sales, Buyers/Planners, outside vendors, etc.
• Develops and maintains multi-phase project plans and timelines while adhering to scope, quality and project costs. Any milestone dates, risks, or failures must be clearly communicated to the customer in a timely manner.
• Identifies project risks and addresses accordingly during all stages of the project. The EPM must understand the use of technical and financial information from past projects and the experience of subject matter experts.
• The EPM will collaborate with a multi-functional team to resolve technical challenges. The EPM will assist with troubleshooting, data analysis and in-depth evaluation of the process, equipment or tooling when needed.
• Oversees all project operation rate variants as it relates to gross profit margins. The EPM alters/improves processes with the technical lead during the NPI stage as it relates to cost, efficiency or quality.
• Works with outside suppliers to develop or confirm material, component or assembly processes.
• Works with outside vendors for gages, tooling, equipment or services that are required within the project plan or capital expense.
• Technical writing will be owned by the EPM such as IQ/OQ/PQ protocols and reports. The EPM must ensure other technical documents are correctly completed during the specified project phase per any phase gates.
• Convey meeting minutes with specific actions/timing for all internal and external meetings that are led by the EPM.

Requirements:

• 5+ years of project management experience as an engineer or project manager, preferably in the medical device industry.
• Hands-on technical support in the Berlin, CT facility and New Britain, CT facility is required.
• Formal project management training (PMP certified) is preferred.
• Skilled in a project management software product (Smartsheet preferred)
• Engineering skills or technical skills surrounding manufacturing: Tooling design, metal stamping/milling/turning/grinding, injection molding, laser processing, assembly processes.
• Skilled in a 3D CAD software (Solidworks preferred) and 2D CAD software (AutoCAD or Draftsite preferred).
• Experience with PPAP (production part approval process) is preferred.
• Must be able to interpret technical drawings, product requirements and design specifications.
• Understanding of lean manufacturing/six sigma and trained in a statistical software for MSAs and Capability studies (green belt certification and Minitab preferred, respectively)
• Outstanding verbal and written communication skills for different cross-function team members and customer interface.
• Ability to self-educate and learn new processes
• ISO13845 experience is recommended

****Must have Manufacturing Experience****

JOB SUMMARY

The Customer Account Representative maintains quality relationships, services the needs of customers and troubleshoots order progress and any issues that may arise in the plant while maximizing sales potential. The Customer Account Representative will function as a liaison between internal teams and the customer to facilitate information gathering and coordinating cross functional meetings to resolve any emerging problems that our customer accounts may face with accuracy and efficiency.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• The Customer Account Representative (CAR) at Arcmed Group is responsible for understanding customer needs, communicating them effectively to production, and completing the communication loop back to customers. This includes but is not limited to managing incoming orders, answering questions, and solving problems for customers and prospects.
• Entering orders and confirming changes in Arcmed’s ERP system. Sending confirmations to customers promptly.
• Working with production supervisors, procurement, and planning to solve problems and meet customer needs. Occasionally, this means going onto the production floor to get to the root cause of issues and designing creative solutions.
• As part of an account team, the CAR works with Applications Engineers, Key Accounts Executives, and Distribution Sales Manager to achieve company sales goals by account.
• Performing tasks and duties in support of Customer Service as required by Customer Experience Manager, the VP of Sales & Marketing, or other managers

EDUCATIONAL REQUIREMENTS, QUALIFICIATIONS, and TRAININGS

• At least 3-5 years’ customer service experience in a manufacturing company.
• Bachelor’s Degree or equivalent desired.
• Strong attention to detail and organization skills required.
• Demonstrate ability to interact and cooperate with all company employees, and customers maintain professional relationships that meet company core values.
• Build trust, value others, communicate effectively, drive execution, foster innovation, focus on the customer, collaborate with others, solve problems creatively and demonstrate high integrity.
• Take a hands-on approach to finding solutions to problems.
• Excellent ability to communicate orally and in writing in English.
• Well-developed literacy, numeracy, and computer skills with a technical aptitude.
• Ability to work in a fast-paced environment where employees strive to meet challenging customer expectations.

COMPUTER AND SOFTWARE REQUIREMENTS

• Experience with Epicor ERP is a plus.
• Microsoft: Office 365; SharePoint; Teams; and OneNote preferred.
• Ability to operate media equipment such as tablets, smartphones, and other electronic equipment.
• Ability to work with general office equipment.
• Ability to work with and understand databases is necessary and the ability to learn technical skills.

PHYSICAL REQUIREMENTS & WORK ENVIRONMENT

• Shall have adequate vision, reading, writing, and documentation skills, and hearing to perform the essential functions of the job.
• Must have enough endurance to perform tasks over extended periods of time.
• Will be engaged in speaking, sitting, walking, driving, listening, and in communicating both orally and in writing while performing his or her duties.
• Must be able to listen and respond to questions and instructions.

Arcmed is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

The qualifications, physical demands, and work environment described herein are representative of those an employee will encounter and must meet to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities.

This document does not create an employment contract, implied or otherwise, other than an "at will" relationship.

The above noted job description is not intended to describe, in detail, the variety of tasks that may be assigned but rather to give the incumbent a general sense of the responsibilities and expectations of his/her position. As the nature of business demands change, so, too, may the essential functions of this position.

We are partnering with an established automation solutions company to hire a hands-on Operations Manager of Distribution to lead day-to-day operational performance across customer service (account support), ERP optimization, purchasing/procurement, inventory control, and warehouse operations.

This is a distribution-focused operations role with a strong emphasis on customer service optimization and ERP process improvement.

This leader will drive KPI accountability, operational efficiency, and continuous improvement across the distribution business.

Responsibilities:

Operations Leadership & Strategy

• Lead distribution operations across warehouse, account support/customer service, purchasing, and inventory control
• Establish and track KPIs including order accuracy, response time, fill rate, on-time delivery, inventory turns, and backlog
• Drive cross-functional alignment between Sales, Customer Service, Purchasing, Warehouse, IT, and Finance

Customer Service / Account Support Optimization (High Priority)

• Lead the Account Support team handling order entry, quotes, returns, and issue resolution
• Improve service metrics: order accuracy, response time, backlog reduction, and customer satisfaction
• Standardize workflows and service-level expectations

ERP & Process Improvement

• Optimize ERP performance (Infor SX.e / CloudSuite preferred)
• Leverage system data to identify bottlenecks and improve operational visibility
• Improve reporting, dashboarding, and KPI tracking
• Develop and document SOPs across customer service and warehouse functions
• Partner with IT to enhance system utilization and workflow automation
• Use ERP data to improve fulfillment performance and inventory accuracy
• Lead purchasing strategy to ensure product availability and cost control
• Develop supplier relationships, negotiate pricing and rebate programs
• Inventory Management

Qualifications

• Bachelor’s degree in Business, Operations Management, Supply Chain, or related field
• 7+ years of experience in industrial distribution operations
• 5+ years in an operations leadership role
• Strong ERP experience (Infor SX.e / CloudSuite highly preferred)
• Proven experience leading customer service/account support teams within distribution
• Experience managing purchasing, inventory control, and warehouse operations
• Demonstrated success implementing KPIs and operational process improvements
• Strong analytical, leadership, and cross-functional communication skills

Chief Operating Officer

Position Location: North Branford, CT

Company

Premier Building Associates [PBA] is a leading commercial roofing contractor based in North Branford, CT.

Boyne Capital is a Miami, FL-based Private Equity firm that seeks to forge lasting and collaborative relationships with companies and support them in achieving their next phase of growth.

Opportunity

Reporting to and working closely with the Chief Executive Officer, the Chief Operating Officer (COO) will manage day-to-day operations including overseeing project management, scheduling, operations, team building, resource allocation and procurement while being closely aligned and providing input to the sales and estimating team.

Responsibilities

• Implement project management systems and processes
• Manage profitability by optimizing scheduling, labor, and procurement
• Track scheduling and progress in the field
• Drive and monitor a strong safety culture and ensure compliance with all relevant regulations and industry standards. Oversee the development and implementation of safety training programs.
• Make improvements to the estimating function and processes
• Work closely with estimating and project management teams to drive profitable revenue growth
• Develop annual budget, in collaboration with CEO and CFO, and manage day-to-day operations to annual budget
• Implement and track KPIs to track operational performance and communicate performance to CEO
• Attract, hire, retain, and develop top talent. Oversee employee performance management, training, and development programs
• Support the CEO and Board with add-on acquisitions evaluation and lead post-acquisition integrations

Qualifications

• Minimum of 10 years of progressive experience in operational leadership roles in construction, including at least 4 years in the roofing industry
• Proven track record of success in a COO/VP of Operations or other leadership role leading multiple crews
• Prior success developing strategy and leading business with sustained positive P&L impact
• Experience servicing enterprise level accounts
• Strong communication skills
• Able to be onsite in North Branford, CT office and travel as needed for project/team oversight

Preferred

• Bachelor’s degree in construction management, engineering, business/operations management/marketing or related field
• Project Management / Field Service Management software experience
• Add-On Integration Experience
• Private equity experience

Compensation & Benefits

• Base + Bonus + Equity
• 401K with employer contribution
• Medical/Dental/Vision/STD and LTD Insurance

Property Manager

What you’ll do:

The Property Manager provides exceptional customer service to attract and serve our guests and ensure that we meet our financial goals. The role would be working out of our manufactured home community, Stonegate Manor, located in North Windham, CT.

Your job will include:

• Provide exceptional customer service to residents and guests to ensure an excellent experience.
• Manage the resources and assets of the property, including buildings and amenities.
• Conduct marketing activities to attract new customers.
• Hire and manage resort employees.
• Prepare, manage and analyze the operational budget of the resort.
• Maximize the profitability of the property.
• Maintain the resort and ensure that it’s clean and attractive.
• Partner with the marketing team to attract new guests.
• Analyze, prepare and manage the operational budget of the resort to improve its profitability.

Your skills and experience include:

• Bachelor’s degree, or a combination of education and equivalent experience.
• 5+ years of property management experience, preferably in an RV or manufacturing home community setting.
• Strong operations skills and a thorough understanding of the complexities of this position.
• At least one year of experience in customer service and exceptional customer service skills.
• Excellent skills in Microsoft Office and other web-based applications.
• Valid driver’s license, good driving record and current auto insurance.
• Experience in sales and/or marketing preferred.

POSITION SUMMARY:

At Windsor Federal Bank, the Residential & Consumer Mortgage Loan Originator serves as a trusted advisor and lending expert, guiding clients through the stages of the mortgage and consumer loan process - from initial inquiry to successful closing. This role is pivotal in helping individuals and families realize their homeownership and borrowing goals by providing tailored advice, timely communication, and exceptional customer care throughout the pre-approval, application, and closing phases.

This position is responsible for developing and maintaining strong relationships with a wide range of referral sources - including real estate agents, attorneys, financial advisors, and internal partners - to generate new business and meet both individual and organizational lending goals. The Loan Originator also represents Windsor Federal Bank in the community by participating in outreach efforts and financial education initiatives.

ESSENTIAL FUNCTIONS:

• Originate and Advise: Guide potential borrowers through the residential and consumer loan process, offering personalized advice and financial education at every step—from initial inquiry and pre-qualification through application, underwriting, and closing.
• Build Referral Relationships: Proactively develop and nurture referral relationships with real estate professionals, attorneys, investment advisors, internal bank employees, and community organizations to drive loan originations.
• Client Engagement: Conduct in-person, phone, and or virtual meetings to evaluate borrowers' financial profiles and lending needs, ensuring a positive and informed customer experience.
• Loan Application Management: Prepare and submit complete, accurate loan applications and ensure timely delivery of all required disclosures and documentation in compliance with regulatory guidelines.
• Customer Follow-Up: Maintain regular and proactive communication with clients, referral partners, and internal departments to ensure timely updates and an efficient closing process.
• Market Expertise: Stay informed about current real estate and lending trends, local market conditions, and changes to federal and state regulations affecting residential and consumer lending.
• Community Involvement: Represent the bank at real estate and community events, homebuyer seminars, and local business activities to promote awareness and increase visibility of Windsor Federal’s mortgage offerings.
• Cross-Selling: Identify opportunities to recommend complementary financial products such as deposit accounts, home equity loans, and consumer lending services.
• Performs other related duties as assigned.

REQUIRED EDUCATION / EXPERIENCE / SKILLS:

• Minimum of five (5) years of experience in residential lending, with a proven track record of $20 million or higher in annual mortgage originations or equivalent underwriting expertise in accordance with secondary market standards.
• In-depth knowledge of conventional, FHA, VA, CHFA and proprietary loan programs, along with compliance regulations including HMDA, ECOA, TILA, and RESPA.
• Strong financial analysis skills, particularly in evaluating personal and business tax returns.
• Proficiency in using mortgage lending software (preferably Encompass LOS) and related technology platforms.
• Valid state driver’s license and reliable transportation for making outside sales calls and/or to meet loan applicants as needed.
• Requires the National Mortgage Licensing System (NMLS) Registration.
• Ability to work independently while collaborating effectively with colleagues and leadership.

Windsor Federal Bank, an Equal Opportunity Employer, offers a competitive compensation and benefits package including vacation, personal days, paid sick time, holidays, participation in a 401(k) plan, and profit sharing.

For consideration, qualified applicants may email a cover letter and resume to:

Windsor Federal Bank 270 Broad Street, Windsor, CT 06095

An Equal Opportunity Employer