Executive Assistant for CEO Team
Fort Worth, TX Job
The Q Family Office is looking for a bright, eager, and dedicated individual to join its highly successful multi-billion-dollar private investment office in downtown Fort Worth. This person will be part of a team led by a 20-year veteran of the firm, all of whom assist the CEO in managing personal and business scheduling, travel coordination, organizational matters, photo and video archives, and research projects. This person will handle a variety of projects in an array of disciplines, which keeps the work fast paced and ever-changing. Someone who is already very organized and great with details is a must.
Base plus bonus (with full benefits) competitive with market and depending on experience.
Responsibilities will include:
Providing support within Executive Assistant team assisting with very complex calendars and schedules, travel coordination and general operational functions
Extensive experience scheduling & managing private air travel
Managing vendors and serving as a liaison
Researching and developing new ideas and projects
Typical hours are in the office (no remote work) Monday thru Friday from 8AM-6PM, i.e., ~ 50-hour weeks. This role does require some occasional weekend work as well.
The successful candidate will:
Bachelor's degree required
5+ years of experience in an executive admin role supporting a CEO, CFO, or other senior executive at a substantial business enterprise
Be incredibly organized and detail oriented
About The Q Family Office
Established in 1994, the Q Family Office is an organization that combines an almost 30 year history with a deep entrepreneurial spirit. The family office currently includes a manager of a $500 million hedge fund/private investment firm, a $3 billion bank, a $400 million real estate investment firm, and a $275 million charitable foundation.
IT Support Specialist
Lewisville, TX Job
Performs IT services including testing, development, system administration, troubleshooting, and customer application support. Responsible for delivering services as per customer SLAs defined in the frame contract. Works as part of the customer team, either onsite or remotely.
Responsibilities:
Administer IT systems, including installation/configuration of customer infrastructure under third-party supervision.
Monitor, optimize, and tune installed infrastructure.
Perform dimensioning, capacity planning, and support product selection.
Create technical documentation.
Test IT systems, including:
Preparation and verification of system integration and test environments.
Definition of test planning, case dependencies, and priorities to meet SLA coverage.
Execution of tests using a Test Object List and Test Strategy specifications.
Documentation of results using test reporting tools and preparation of test reports.
Develop code and interfaces for IT systems. Debug and resolve software faults.
Support Service Assurance through incident management, restoring service operations within SLA limits.
Plan, design, and develop scripts to monitor business process KPIs (volume/performance).
Analyze KPI and data quality outcomes, troubleshoot, and implement improvement or resolution processes.
Plan, design, and develop scripts or data for technical job execution (recurring or one-time).
Model volume growth and plan future hardware/software license needs.
Experience and Qualifications:
Experience with technologies and customer systems/products for administration.
Knowledge of System Administration (OS, Network, DBMS).
Familiarity with software development processes and test automation.
Infrastructure knowledge including OS, network, and scripting.
Ability to identify and configure KPIs.
Experience with trouble ticketing, incident, and problem management tools.
CDL-A HAZMAT Driver - Home Weekly - Earn $93,600-$130,000/Year
Elk Plain, WA Job
James J. Williams is Now Hiring Experienced CDL-A Drivers! Tanker CDL-A Driver - Weekly Home Time Earn $93,600 - $130,000 per Year - Full Benefits
Now Hiring For:
Experienced CDL-A tanker drivers
Semi-regional routes
Home most nights
Medical/dental/401(k)
Get Started:
STEP ONE: Request info by submitting this form
STEP TWO: Complete the James J. Williams online driver application (provided upon completion of STEP ONE and takes about 10 min)
STEP THREE: Connect with a James J. Williams recruiter to discuss the available roles (we'll contact you at the number provided)
Driver Benefits:
GREAT PAY PACKAGE
Earn $325 per day, depending on experience
Earn $1,800 - $2,500 per week depending on experience, routes, regular attendance and length of service
Full pay package also includes other accessorial compensation to include stop pay, detention pay, safety bonuses and border crossing pay as appropriate.
PAID ORIENTATION
We host you in our office in Spokane, Washington. Airfare, single-occupancy room, breakfast, and lunch are all on us! Dinner is your time to explore what Spokane has to offer.
Arrive Monday, and get your truck by Saturday. It's that easy!
EXCELLENT BENEFITS
Benefits are available to enroll in after the eligibility waiting period has been met
Long and Short-term disability
Health savings account
401(k) with match
Employee assistance program
Life insurance
$1,800 transition package
Accrue 1 hour of sick time per 30 hours worked, then 1-9 years get 80 hours PTO, 10+ years get 120 hours PTO
And much more!
THE RIGHT TOOLS FOR THE JOB
Our trailer fleet is thoroughly maintained and with over 5 different classes, we have the right equipment for you to get the job done!
Every truck is outfitted with the latest safety and satellite technology
24/7/365 road service staff & shops
If a truck needs repairs, it's not going out until it is 100% ready to hit the road again safely with you at the wheel. You can count on that!
PET POLICY + GUEST RIDER POLICY
James J. Williams does not allow pets
James J. Williams allows riders aged 7 and up after 90 days of safe driving
Do you have a CDL-A? Have a Hazmat Certification? Drive for James J. Williams, and receive great pay packages and excellent benefits like; transition and orientation pay, vacation time, regular home time, medical and dental, 401(k), and so much more. James J. Williams has been hauling what builds America since 1926! Today, we are still keeping the country running with great drivers like you behind the wheel. Your experience matters. Come drive with us!
How to Qualify:
REQUIRED: Must have a valid Class A CDL
REQUIRED: Must have HAZMAT certification
REQUIRED: Must be 21 years of age or older
REQUIRED: Minimum of 6 months of driving experience required
REQUIRED: A safe driving record on the road
REQUIRED: No more than 6 jobs in the last 3 years
Canadian admissibility endorsement a plus
Doubles/triples endorsement a plus
REQUIRED: A Background check required
REQUIRED: A clean drug test required
REQUIRED: A clean clearinghouse result is required
Apply Now and let us help you find the tanker or bulk transport route that fits you best!
Your Experience Matters. Come Drive with James J. Williams!
Maintenance Manager
Saginaw, TX Job
Trinity Rail is searching for a Maintenance Manager in our Saginaw, TX location. We provide a complete array of railcar maintenance services.
In this role the Maintenance Manager is responsible for managing all aspects of the maintenance department. This includes managing the upkeep of all manufacturing assets, managing maintenance budget and resources and assisting in the design of new systems.
What you'll do:
Performs maintenance management by supervising maintenance personnel and establish priorities in maintenance schedules.
Maintains facility assets, parts inventory, monitoring purchase orders, invoice approvals, and managers the department budget.
Responsible for capital plan each year, manages and coordinates projects to verify complete, to scope and within budget.
Manages maintenance personnel by setting directions and priorities.
Provides training and continuous development on all maintenance personnel.
Works closely with each department manager to support facility operations and drive improvement in equipment health.
Performs Performance Evaluations on direct reports at least twice a year.
Drives the Maintenance and Reliability initiative focused on Preventive & Predictive Maintenance, no reactive.
Performs other duties by coordinating work with outside inspections, providing project management, ensuring safety of personnel, and performing other duties as required.
Schedule Facility Planned Maintenance (PM's)
Repair Process - Equipment/Production
Parts Replacement
New Equipment On-Boarding
What you'll need:
5 years Maintenance Supervisor Experience
3 years related management / supervisory experience
3 + years industrial electrical
Effective communicator
Strong Knowledge in Maintenance Management Systems
Excellent Technical knowledge of equipment, and processes
Excellent Coaching Skills
Machine Downtime
Claims Examiner
Fremont, CA Job
TITAN Insurance Administrators Inc. is a progressive third-party administrator of union health and welfare benefits, seeking an individual with a proven ability to multitask in a fast-paced environment. The individual must be dedicated, goal oriented, energetic, efficient and possess a strong work ethic. Bilingual Spanish skills are a plus.
We pride ourselves on our ability to adjudicate claims accurately and timely,
Claims Examiner - Job Description:
The candidate must be able to adjudicate medical, dental, disability and life insurance claims for active and retired Taft-Hartley Trust Fund participants in accordance with the benefit schedule and internal procedures. The candidate must also have the ability to process claims on-line timely and accurately, possess working knowledge of claims codes and descriptions, medical terminology, PPO provider adjudicating guidelines, Coordination of Benefits (COB), eligibility, limitations, exclusions, case management and medical review. Claims will be adjudicated using BASYS software in conjunction with the Anthem Blue Cross PPO claims system. This position requires a minimum of two (2) years of prior claims adjudicating experience.
Please note that this is a full-time position with union wages ($35-$38 per hour) and benefits.
Out of state applicants with
extensive and current
experience adjudicating claims using the Anthem Blue Cross System are welcome to apply.
Essential Job Functions:
The essential job functions include, but are not limited to the following:
1.Basic knowledge and understanding of group benefit plans.
2.Develop knowledge and understanding of TITAN's (BASYS software) and Anthem Blue Cross PPO claims systems (WGS and B2).
3. Accurately interpret plan benefits and process claims accordingly.
4.Develop knowledge and understanding of PPO guidelines and procedures, COB, Medicare and supplemental plan benefits.
5.Customer Service Representative responsibilities answering eligibility and benefit questions, providing concise and accurate information, with a written synopsis of each call.
6.Communicate with providers and participants by phone, correspondence/email, faxes or in person.
7. Assist Auditors, Managers and other miscellaneous duties as assigned.
Requirements:
1.Minimum of two (2) years' experience adjudicating medical, dental, disability and life insurance claims online.
2.Strong knowledge of medical terminology, standard coding and reference publications, including CPT, ICD-10, CMS Guidelines (HCPCS), HIPAA regulations and Health Care Reform requirements,
3.Ability to recalculate claims, performing (sometimes complex) calculations, applying formulas using multiplication and percentages.
4.Outstanding analytical skills, problem solving abilities, and organizational skills.
5.Ability to meet benchmark production requirements while maintaining high quality standards working individually and as a team contributor.
6.Excellent written and verbal communication skills.
7.Attention to detail and the ability to multi-task and work under pressure.
8.Ability to sit for extended periods of time, reach outward or above the shoulder, stand, walk, handle with fingers, stand, bend, and stoop.
9.Ability to operate a keyboard, view a video display terminal screen and documents, ability to use telephone equipment.
10.Ability to lift up to 10 pounds and push or pull up to 12 pounds.
To Apply:
Please include the job title in the subject line of your email
Resumes must be included as text or attached as a document
Only candidates who meet the required specifications will be contacted
Please email resumes to ********************
TITAN Insurance Administrators, Inc. is an equal opportunity employer.
CyberArk Expert Engineer
Allen, TX Job
Job Title: CyberArk Senior/Expert Engineer in Allen, TX
Must Have Technical/Functional Skills
• 5+ years of hands-on experience in IAM & PAM product support, with a focus on CyberArk products.
• Extensive experience with CyberArk technologies, including PAS, EPM, SIA, Conjur, WPM and API integrations.
• Cloud Privileged Access Management background on CSPs such as AWS, GCP, and Azure is essential.
• Working knowledge of IAM concepts and technologies such as AD, Azure, LDAP protocols, authentication, and authorization across on-prem and cloud environments.
• Hands-on experience with Windows and Linux OS and common utilities to provide infrastructure support and implement PAM controls, especially on UNIX systems.
• Strong understanding of networking concepts such as TCP/IP to troubleshoot and support connectivity issues.
• Solid understanding of security frameworks and compliance standards such as NIST, ISO 27001, and modern PAM concepts and best practices.
• Good knowledge of the Incident Response lifecycle, ITIL concepts, and the ability to work independently with minimal supervision using Agile frameworks.
• Experience with DevOps practices and tools, including Terraform, is required.
• Proficiency in scripting languages (e.g., PowerShell, Python, Ansible) and experience with automation tools.
• Strong problem-solving abilities, excellent communication and collaboration skills, attention to detail, and the ability to work effectively in a team environment.
Roles & Responsibilities
• Serve as the subject matter expert in CyberArk, providing advanced design and integration strategies around application and different endpoints on cloud and on-prem environments.
• Lead the design, implementation, and management of CyberArk solutions to secure privileged access across the organization.
• Conduct critical analysis of information from multiple sources, identify and resolve conflicts, and break down high-level information into actionable work plans.
• Develop and implement enhancements and new features for CyberArk based on business requirements and opportunities for efficiency gains and automation.
• Deep Knowledge of best practices for PAM product implementations.
• Automate system health, patching, and vulnerability management for CyberArk solutions in both on-premises and cloud environments.
• Recommend and implement adjustments to technical requirements to adapt to evolving business needs.
• Participate in the installation, upgrading, configuration, and evaluation of new CyberArk functionalities and use cases required by the business.
• Analyze business requirements to understand functional needs and determine how CyberArk solutions can best fulfill them.
Generic Managerial Skills, If any
Team management skills
Education
Under Graduate, Post Graduate
Salary Range: $140,000 - $145,000 a year
Assistant Controller
Buena Park, CA Job
Assist the Controller in all aspects of accounting operations and the month end general ledger close for the Bank, Bancorp and Subsidiaries including working with various accounting systems, financial information, and preparation of management, regulatory and external schedules and reports. Responsible for the effective design and internal controls of the general ledger system in coordination with the Controller, CAO and IT director. Ensures compliance with GAAP, internal controls over financial reporting (SOX) and all regulations as they relate to functions within their responsibility.
DUTIES
Assist Controller in accounting operations and timely month-end general ledger closing including but not limited to consolidation and subsidiaries general ledger balancing, and variance/fluxanalysis.
Responsible for the effective design and internal controls of the general ledger system in coordination with the Controller, CAO and IT director.
Review and approve accounts payable transactions. Assist in ensuring expenses and supplier invoices are controlled and paid in an accurate and timely manner.
Post and review journal entries prepared by other members of the finance team.
Prepare month-end accrued expenses, bonus, and tax provision calculation
Prepare and maintain lease accounting journal entries, schedules and related reports in coordination with the IT and facilities department.
Prepare bi-weekly payroll journal entry reconciliation to payroll system reports.
Prepare various month-end suspense, general ledger and bank control accounts reconciliations/certifications.
Provide updates and maintenance of the general ledger and related accounting systems including opening new general ledger accounts, assisting other departments with questions regarding daily accounting transactions and reconciliations, and testing as needed.
Prepare regulatory reports as needed including capital ratios for the Bank and Consolidated Company.
Work with all internal and external auditors, regulators, and consultants to provide information upon request.
Assist Controller in leading, coaching, and motivating the Accounting staff. Manage accounting team when Controller is not available.
Participate in projects related to accounting operations and finance as needed to improve and automate processes and technology, or other areas as assigned.
Perform other duties as assigned.
QUALIFICATIONS
EDUCATION: B.S. Degree in Accounting, Finance, or Mathematics required.
EXPERIENCE: 5+ years of similar and progressive accounting operations or financial reporting experience with a knowledge of U.S. GAAP required. Banking experience required. Must be able to manage multiple tasks and set priorities and possess strong organizational skills. Thorough knowledge of banking regulations, GAAP and regulatory reporting requirements. Ability to train, assist and motivate staff.
SKILLS/ABILITIES
Strong excel/spreadsheet and PC skills.
ITI/Fiserv and Prologue experience a plus.
Profitstar and AVID accounting system experience a plus.
Strong verbal and written communication skills.
Bilingual (English/Mandarin) is a plus.
Ability to effectively present information to management, auditors and regulators and respond to questions from same.
Use sound judgment in making day to day decisions with minimum guidance.
WHY WORK FOR US?
Since opening our first branch in Los Angeles in 2008, Royal Business Bank (RBB) has grown rapidly by adding branches in Southern California, Nevada, New York, New Jersey, Chicago, and Hawaii. We offer a comprehensive and innovative suite of banking services for individuals and businesses. We have great benefits that include, but not limited to:
Medical insurance
Vision insurance
Dental insurance
401(k)
Disability insurance
Royal Business Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policies
(GLBA Privacy Notice, California Consumer Privacy Act and Online Privacy) at our website ****************************
.
Royal Business Bank is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.
Technical Document Writer
Irving, TX Job
Technical Writer duties and responsibilities ::
The Technical Writer is responsible for generating innovative ideas for content while working both independently
and collaboratively as part of a team. The position researches products, services, technology or concepts to be
documented and easily understood by a broad audience.
Some of the duties and responsibilities of a Technical Writer include:
• Determine the clearest and most logical way to present information for greatest reader comprehension.
• Generate innovative ideas for content and workflow solutions.
• Meet with subject-matter experts to ensure specialized topics are appropriately addressed.
• Analyze information required for the development or update of policy, procedure and form documentation.
• Review and/or copyedit content developed by other members of the team.
• Work on various type of manual, e.g. operator manual, running maintenance, heavy maintenance, IPC
and etc.
• Work on various training sessions, e.g. operator training, maintenance training and etc.
• Compile and identify technical information from multiple sources
• Create technical narratives, instructions, procedures, or descriptions based on multiple source data.
Corporate Paralegal - Contracts/Corporate Governance - Financial Services
Dallas, TX Job
Location: Flexible Workstyle (Hybrid/Remote to New York/Dallas/Tampa offices). Preferred that candidates are within a commutable distance.
About MUFG Fund Services (USA)
MUFG Fund Services (USA) provides asset servicing solutions to the global investment management industry. For nearly half a century, established and emerging investment companies and asset managers around the world have turned to us for the administration and servicing of multiple alternative asset classes. Our teams, comprised of seasoned professionals deeply rooted in the financial industry and equipped with industry-leading technologies, are able to tailor solutions designed to successfully navigate the complexities of a constantly evolving landscape. With exceptional people and outstanding end-to-end services, we have both the backing and the brainpower to help our clients - and their investors - thrive for the long run.
Requirement:
MUFG Fund Services (USA), the U.S. fund administration arm of MUFG, is seeking an experienced paralegal. This is a unique opportunity to join a dynamic, fast-growing organization within a large bank infrastructure. This role will join an experienced Legal team providing legal services across the firm in the private equity/real estate and 40' Act fund administration space.
Core responsibilities:
Assist with corporate governance and corporate secretarial duties including drafting board agendas, and resolutions; arranging/coordinating quarterly board and board committee meetings; maintaining corporate records; compiling board presentations, assembling and disseminating board books; Managing and maintaining electronic board portal as official repository of the firm's corporate records.
Assist attorneys in the preparation, negotiation, consummation and execution of all corporate contracts including client contracts, vendor agreements, confidentiality agreements, and various ad hoc agreements as necessary.
Assist and support the Legal team in complying with all internal policies and procedures, parent-Bank regulatory reporting, and internal and external audits.
Assist and support attorneys in connection with legal advisory services to all relevant internal clients including business operations, finance, IT, risk, compliance, etc.
Interact with all levels of management across the firm, the Bank-parent, and Tokyo Headquarters.
Requirements:
Bachelor's degree or equivalent from a 4-year college or university.
5+ years of direct paralegal experience either in house or law firm.
Proficient in MS-Office.
Experience within a financial services organization is an advantage.
Superior attention to detail.
Excellent written, verbal, presentation and communication skills.
Flexible, adaptable and self-starter.
Ability to multi-task.
Understanding of legal language and principles.
Paralegal certificate required.
The above description reflects the principle functions of the job and should not be construed as a detailed description of all the work requirements that may be performed.
Please submit your resume to *********************. Please quote the position title in the subject of your email. We thank all candidates for applying however only those proceeding to the interview stage will be contacted.
MUFG Fund Services (USA), LLC is an equal opportunity employer.
Client Engagement Specialist
Houston, TX Job
Founded in 1988, Hirtle Callaghan has been serving families and nonprofit organizations as their trusted investment office for over 35 years.
Our mission is to strengthen the families and institutions who positively impact the world by protecting and growing their investment assets. Our clients inspire us with their trust, and we know if we do our jobs well, it will mean more scholarships, more programs, more innovation, and more progress.
Hirtle Callaghan pioneered the model of the outsourced Chief Investment Officer (OCIO.) Our structure replicates that of the world's most successful institutions, which have their own internal investment offices led by a highly qualified Chief Investment Officer. We deliver the same powerful advantages to families and nonprofits who choose to outsource rather than hire and manage investment staff in-house.
As an OCIO, we take an approach that is highly personalized, building customized investment portfolios to meet our clients' unique goals. In choosing us as an investment partner, our clients gain access to a fully resourced investment office with sophisticated investment capability, purchasing power, access to skilled managers and full transparency.
On our Client Engagement Team, this role supports client service, prospect development, and business operations, based in our Houston office. As a Client Engagement Specialist, your responsibilities include:
• Conducting prospect research and preparing materials ahead of meetings.
• Scheduling regular check-in meetings with prospects and Centers of Influence (COIs) and tracking interactions in Salesforce.
• Entering meeting notes and updates into Salesforce and regularly auditing data for accuracy, ensuring clients and prospects receive appropriate marketing content.
• Following up with prospects after content campaigns or webcasts to secure meetings.
• Drafting communication such as follow-up emails and client materials.
• Providing client service support by assisting with onboarding and administrative tasks for new client relationships, sending quarterly tax reports to family client CPAs, and ensuring seamless client experiences through proactive communication and operational support.
• Completing administrative support items, including expense reports.
• Conducting regular reviews of client documentation to maintain up-to-date records and reduce operational risk.
• Reviewing client billing and auditing fees for accuracy.
• Providing logistical support for regional client and prospect events, including planning, liaising with venues, managing event registration, and occasional travel (2-4 times per year).
• Printing, binding, shipping and generally managing inventories of marketing collateral.
• Managing project timelines, deliverables, and stakeholder communications to ensure deadlines are met and resources are effectively coordinated.
Competencies for success:
Required
• Minimum of five years of administrative or professional support experience, ideally in a client-facing environment.
• Strong understanding of sales principles and client service practices
• Proficient with Microsoft Office Suite (Word, PowerPoint, Excel)
• Ability to learn and adapt to new systems and tools quickly
• Excellent written and verbal communication skills
• Client-first mindset with a proactive approach to solving problems
• Ability to handle confidential information with discretion
• Comfortable working with team members across time zones
• Strong attention to detail and process discipline
• Excellent organizational, time management, and prioritization skills
• Collaborative spirit and ability to work independently in a remote or regional setting
Preferred
• Experience with CRM and internal technology platforms (e.g., Salesforce, eMoney, Vanilla)
• Experience in financial services, wealth management, or nonprofit management
• Experience coordinating travel
• Experience in event planning or hospitality
• Experience with investment reporting or financial statement analysis
At Hirtle, Callaghan & Co., we don't just accept difference - we celebrate it, we support it, and we thrive on it for the benefit of our clients and our employees. Hirtle, Callaghan & Co. is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability status, gender identity or orientation, Veteran Status, or any other characteristic protected by federal, state or local laws. If you have a disability or special need that requires accommodation, please let us know.
No agencies please.
Junior Loan Officer
Whittier, CA Job
Summary: Jr. Loan Consultants proactively solicit new residential mortgage business every day and build a residual pipeline which they are free to manage how they see fit in order to meet monthly and annual sales goals. They actively develop and maintain a network of relationships as a source of new mortgage loan business in the purchase and refinance markets and meet established loan quality and production goals.
Essential Duties and Responsibilities:
Builds rapport and leverages customer relationships with existing and potential borrowers with the goal of meeting customer needs and exceeding their expectations.
Analyze customers' financial situations and provide the appropriate solution by advising customers as to the appropriate loan product for them.
Perform lock extensions, pipeline management, appraisal orders among other daily duties
Excel in a fast paced environment with the ability to multitask and follow up with multiple customer and work on multiple files each and every day.
Accept multiple live, qualified inbound leads daily.
Lock loans at point of sale, request initial documents from the customer, and submit an initial, paperless loan package to production staff.
Collect and analyze customers documentation for submission to underwriters for pre-qualification of purchase clients
Structure and price loans accurately.
Other duties may be assigned.
Job Competencies:
Current product knowledge of FHA, VA, Conventional and other loan programs.
Demonstrate working knowledge of federal and state guidelines, rules and regulations such as TRID.
Excellent written and oral communication skills.
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education/Experience:
Current working knowledge of mortgage loan process.
0-2 years' experience as a Loan Processor, Jr. Processor, Loan Setup Clerk, Loan Officer Assistant, Sales, or equivalent. Proficient with Encompass, or other paperless mortgage loan origination systems.
NMLS licensing preferred, but not required.
High School Diploma or equivalent.
Certificates and Licenses:
NMLS Licensing required.
Supervisory Responsibilities:
This job has no supervisory responsibilities.
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually quiet.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Must be able to lift up to ten pounds. Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a keyboard; and to verbally communicate to exchange information. VISION: See in the normal visual range with or without correction. HEARING: Hear in the normal audio range with or without correction.
EOE/M/F/D/V. Drug-free workplace.
Work Authorization:
Must be able to verify identity and employment eligibility to work in the U.S.
Wholesale Pipeline Manager
Anaheim, CA Job
Come join our amazing team !
Responsible for overseeing Wholesale Pipeline management. Monitor the pipeline, identify bottlenecks, and develop and implement solutions to expedite the pipeline. Serve as a subject matter expert in resolving Agency and Non-Agency/Non-QM loan aged and suspense issues. Perform all duties in accordance with the company's policies and procedures, all US state and federal laws and regulations, wherein the company operates. The target pay range for this position is $75,000.00 to $85,000.00.
What you'll do:
Monitor the active pipeline to move loans through as efficiently as possible.
Manage and resolve curative issues within the active pipeline, managing issues and conditions needed to clear suspense loans.
Make recommendations to restructure loans to clear suspense items.
Identify pathways to progress aged loans.
Resolve Mavent/QM errors with Relationship Managers (Account Managers) and Sales Managers.
Monitor processing workflows and pipeline to identify and implement enhancements or changes as needed.
Assist the Account Managers and Sales Managers in resolving complex processing situations involving investor guidelines, processing systems, and internal procedures.
Act as a liaison between the sales team and the processing teams to re-work files so that they can be sent to CM (conditions management) for approval.
Monitor workflow to ensure adequate staffing levels to meet production needs; recommend any projected shortfalls to operations management.
Thorough knowledge of all aspects of mortgage loan processing function and underwriting guidelines with deep knowledge of Non-Agency/Non-QM
Strong customer service skills and ability to handle detailed assignments.
Ability to maintain highly confidential information in accordance with Company's privacy policy concerning borrower's information.
High level of organizational skills and ability to work on several tasks simultaneously.
Ability to understand complex problems and to collaborate and explore alternative solutions.
Ability to make decisions that have moderate impact on the department's credibility, operations, and services.
Ability to organize and prioritize work schedules of others on long-term basis.
Ability to add, subtract, multiply, divide and to record, balance, and check results for accuracy.
Knowledge of the Microsoft Suite (Word, Excel, Outlook, etc.).
What you'll need:
Minimum Two (2) years recent Non-Agency/Non-QM experience required.
Five (5) plus years processing experience required.
Two (2) plus years supervising experience preferred.
Encompass, DU, LP and other AUS experience preferred
Experience working in a paperless environment preferred.
Current Mortgage Loan Originator (MLO) License from NMLS required in applicable state jurisdictions
Our Company:
Carrington Mortgage Services-Wholesale Lending is part of The Carrington Companies. We provide third-party originators, mortgage brokers and financial institutions with access to government and conventional loan programs, as well as low credit score home financing and low down payment options. We hope you'll consider joining our growing team of uniquely talented professionals as we transform residential real estate. To read more visit: ****************************
What We Offer:
Comprehensive healthcare plans for you and your family. Plus, a discretionary 401(k) match of 50% of the first 4% of pay contributed.
Access to several fitness, restaurant, retail (and more!) discounts through our employee portal.
Customized training programs to help you advance your career.
Employee referral bonuses so you'll get paid to help Carrington and Vylla grow.
Educational Reimbursement.
Carrington Charitable Foundation contributes to the community through causes that reflect the interests of Carrington Associates. For more information about Carrington Charitable Foundation, and the organizations and programs, it supports through specific fundraising efforts, please visit: carringtoncf.org.
Mechanical Project Manager
San Antonio, TX Job
At Baird, Hampton & Brown, our mission is building partners through creative, sustainable engineering solutions, and honest, long-term relationships. With over 30 years in business, we understand that a solid foundation is necessary in every aspect of what we do. We support our team members in pursuing excellence in their fields and balancing their lives. We serve our clients with integrity, communication, and involvement at every stage. As a team member, you can trust BHB to champion our core values, which leads to healthy, mutually beneficial relationships as well as services of the highest caliber.
We are currently seeking a full-time, exempt Mechanical Project Manager. As a team leader, you will oversee and develop a mechanical and HVAC/Plumbing design team to take on projects in various sectors including commercial, industrial, retail, medical, municipal, schools, and more. You will also perform project management tasks such as creating and tracking budgets, overseeing the scheduling of projects, and reviewing construction documents.Using strong communication skills, you will build positive client relationships by collaborating with other departments to achieve company goals.
Mechanical systems and design will include chilled water systems, steam & hot water boiler systems, VAV systems, industrial process cooling, cooling towers, fume exhaust systems, ground source and water source heat pump systems, AC units and dust collection systems.
In this role you can expect to know and perform the following tasks. This is not an exhaustive list:
Understanding of mechanical and plumbing system design and applications, with an ability to anticipate what systems are required for different projects.
Perform space planning, future planning, anticipate mechanical room sizes, and identify conflicts.
Attend client meetings and represent the mechanical interests of the firm.
Design heating, ventilating, and air conditioning systems, as well as steam, gas, and compressed-air utilities.
Design constant volume and variable volume ductwork systems.
Prepare cost estimates, specifications, and design analyses.
Manage the mechanical engineering of projects.
Assist in answering questions from other engineers and engineers in training.
Balance workload and varying requirements of multiple projects.
Review the installation of designed equipment and utilities.
Perform the majority of construction administration duties and review all construction submittals and shop drawings.
We require:
Degree in Mechanical Engineering from an ABET-accredited program.
Professional Engineer (PE) license. If the license is outside of Texas, we will expect licensure in Texas within six months.
At least 2 years of licensed experience designing Mechanical HVAC/Plumbing systems for commercial and industrial projects.
Proficiency in Revit, AutoCAD, and Microsoft Office Suite.
Excellent interpersonal and communication skills. Connections are a critical part of how we work.
It helps to have:
Experience in a consulting firm designing for commercial, education, healthcare, industrial, historical, and hospitality.
Proficiency in HAP, Trace, Bluebeam, and vendor specific software.
Active membership and/or leadership roles in local engineering or industry associations, such as ASHRAE, ASPE, or TSPE.
Physical Demands
This position is primarily sedentary with long periods of sitting, but occasional walking and lifting up to 25 pounds may occur. Occasionally bending, squatting, and reaching overhead may also occur. Additionally, extensive computer usage is required daily. The position will attend site visits, which may occasionally include exposure to weather, tight spaces, or dusty conditions.
Position Type and Schedule
This is a full-time, exempt position, with an expectation to work 40 hours per week. BHB offers flexible scheduling options, including five 8-hour days or four 9-hour days with a half day on Friday morning. While the start and end times of the workday can be adjusted, employees are expected to establish and maintain a consistent schedule which must encompass the core business hours of 9am - 4pm. Although overtime is not required, it is requested at times to meet our clients' needs.
Benefits
We believe that taking care of our employees and their families is vital to our success. For several years, BHB has been awarded the titles of "Best Place for Working Parents" and Zweig's "Best Firms to Work For."
BHB sponsors employee medical, dental, vision, short-term & long-term disability, and basic life insurance, as well as subsidizing a significant family portion. BHB also offers voluntary life and disability insurances, paid parental leave after 12 months of employment, a PTO bank immediately available, & 401(k) matching.
We believe in lifelong learning: providing many internal & external training opportunities including formal & informal mentorship programs. We sponsor multiple professional & industry memberships, licensure, and leadership opportunities. More details regarding benefits will be provided during the interview process.
Equal Employment Opportunity
Baird, Hampton & Brown is an Equal Opportunity Employer. All employment decisions are based on qualifications, merit, and business need. All qualified applicants will receive consideration for employment without regard to race, religion, creed, color, national origin, age, sex (including pregnancy & childbirth conditions), sexual orientation, gender, gender identity, expression, or status, mental or physical disability, genetic information, military or veteran status, citizenship, or any other status or characteristic protected by applicable law.
Software Engineer III - Power Apps
Farmers Branch, TX Job
Founded in 2008, The Fay Group is a diversified real estate services company offering a complete range of home ownership products and services including mortgage servicing, property renovations, property management, realty, business purpose lending, and insurance to homeowners, investors and clients nationwide. We consider the people behind those mortgages and work hard to give them the best opportunity to stay in their homes by providing solutions to navigate the challenges of homeownership while working toward their long-term financial goals.
We are currently looking for a Software Engineer III to join our team. Reporting to the SVP, Applications, this position is responsible for leading the design and development of complex software systems. This role involves owning large projects, mentoring junior engineers and contributing to the team's technical strategy. This role focuses on defining and implementing architectural standards, ensuring the scalability and performance of software solutions and driving the adoption of best practices throughout the development lifecycle.
This position requires expertise in programming languages, advanced frameworks and software engineering methodologies. This role collaborates with cross-functional teams to align technical initiatives with business objectives, conducts code reviews to ensure quality and consistency and identifies opportunities for innovation and process improvement. This position promotes technical excellence and delivers high-impact solutions to support organizational goals.
Qualifications include:
Bachelor's degree in Computer Science or related field (or equivalent combination of years of experience with High School diploma/ GED)
Proven experience (3-5 years) developing and deploying business solutions using Microsoft Power Platform, including creating complex custom applications, workflows, and integrations with Power Apps, Power Automate, and Dataverse
Demonstrated ability to translate business requirements into functional Power Apps solutions, with expertise in creating responsive UI designs, implementing data connections to various sources, and configuring user permissions and security roles
Experience collaborating with cross-functional teams to gather requirements, prototype solutions, and implement user feedback while maintaining best practices for Power Platform development and deployment
7+ years' experience as a .Net Software Engineer (C#, HTML, CSS, JavaScript, MS SQL Server)
Prior experience in the mortgage servicing industry preferred
5+ years' experience mentoring junior developers and leading functional teams
Previous experience working in a fast-paced work environment
Previous experience managing projects preferred
Experience with ICE MSP and LoanSphere system data and web services preferred
Familiar with Angular JS and Microsoft Azure
Demonstrable knowledge of .NET MVC and Entity frameworks
Experience with Team Foundation Server (TFS) for source control
Featured Benefits
Medical, Dental, and Vision Insurance
Company Life Insurance
Disability Insurance
Pet Insurance
401k Program with Employer Matching
3 Weeks Paid Time Off (PTO)
Paid Holidays
Wellness Initiatives
Employee Assistance Program
Eligible for Hybrid Work Schedule with Remote Flex Days
Compensation
The hiring range for this position is between $117,600.00-$145,000.00 annually
This position is eligible for an annual discretionary bonus
Fay Cares!
The Fay-Constructive Foundation was established to fulfill the philanthropic mission of The Fay Group employees to serve the communities in which they live and work. Our employees make voluntary contributions to the Foundation. Each quarter, their contributions are donated to organizations focused on improving education opportunities, combating poverty, and supporting military service members and first responders.
At Fay, we believe that the best ideas come from having a team that is diverse in backgrounds, experiences, and perspectives. We strive to ensure each of our employees feels valued, respected, and included, and is presented with equal opportunities to be successful. Fay is an equal-opportunity workplace. The Fay Group and affiliated companies participate in E-Verify. For more information go to *********************
Associate, Investment Banking- Technology
San Francisco, CA Job
Job Title: Associate, Technology Investment Banking
Cantor Fitzgerald is a diversified company primarily specializing in financial and real estate services for institutional and corporate customers operating in the global financial and commercial real estate markets. Since 1945, we have successfully built a well-capitalized business across multiple business lines, with numerous market-leading financial services and commercial real estate businesses. We have been at the forefront of financial and technological innovation in our industries while developing new markets and providing superior service to thousands of customers globally. At Cantor, our employees are our greatest asset. We look for individuals who are driven, intellectually engaged, team oriented and have a real desire to make an impact.
Position Overview:
The Technology Investment Banking team of Cantor Fitzgerald is seeking highly motivated, successful candidates with direct investment banking experience for an Associate position in San Francisco. Cantor Technology Investment Banking offers Associates the exceptional opportunity to gain direct exposure to clients and senior bankers. Associates play an essential role in developing and managing our client relationships. Our Associates are an integral part of our deal teams, taking an active role in the coverage and execution of a broad range of transactions for our clients.
Responsibilities:
Financial Analysis: Conduct in-depth financial analysis, including modeling, to assess investment opportunities and target company performance in the Technology sector
Market Research: Stay updated on Technology industry trends and market dynamics, providing valuable insights and recommendations to clients
Deal Support: Assist in M&A advisory, equity, and debt capital market transactions by preparing pitch materials, conducting due diligence, and contributing to deal structuring
Valuation: Create and maintain complex financial models for company and asset valuations using various methodologies
Managing and Mentoring Analysts
Preferred Qualifications:
3+ years of Investment Banking experience (Analyst to Associate promotes or MBA Associates with 1+ years of experience)
Experience in the technology industry
Superb oral and written communication skills
Takes ownership of work and can perform under pressure
Attention to detail
Educational Qualifications:
Bachelor's degree
Completion of the following Exams: SIE, Series 63, Series 79
Salary Details:
Salary: $150,000 - $225,000
The expected base salary for this position ranges from $175,000 to $225,000. The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package, this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.).
Teller Full Time Carmel Valley
Carmel Valley Village, CA Job
Job DescriptionWhy Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us!
About this role:
Wells Fargo is seeking a Teller in our Consumer, Small & Business Banking division, as a part of our National Branch Network. You are part of the fabric of the local community, helping provide the financial service backbone for its residents, employees and local businesses. If you enjoy working with people, then this is a great role for you with tremendous opportunity to establish your career here at Wells Fargo for years to come. Find out why we're the #1 financial services company to grow YOUR career. Apply today.
In this role you will:
Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers
Complete operational activities while minimizing risks under established policies
Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization
Receive direction from managers and exercises judgment within defined policies and procedures
Escalate questions and issues to more experienced roles
Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions
Identify information and services to meet customers financial needs
Required Qualifications:
6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Customer service focus with experience handling complex transactions across multiple systems
Ability to educate and connect customers to technology and share the value of mobile banking options
Ability to interact with integrity and professionalism with customers and team members
Experience working with others on a team to meet customer needs
Cash handling experience
Ability to follow policies, procedures, and regulations
Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
Well-organized, independent and able to prioritize in a fast-paced environment
Ability to exercise judgment, raise questions to management, and adhere to policy guidelines
Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Job Expectations:
Ability to work a schedule that may include most Saturdays
This position is not eligible for Visa sponsorship
Posting Location(s):
26600 Carmel Center Place, Carmel, CA 93923
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$20.00 - $25.14
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Posting End Date:
30 May 2025
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Staff Systems Engineer
Pleasanton, CA Job
Role Description:
As BHN's Staff Systems Engineer, you will be our go-to for architecting and deploying new systems and services that keep our company running. Using your superb technical competency, delivering mission critical infrastructure and ensuring the highest levels of availability, performance and security. Qualified Staff Systems Engineers will have a background in IT, computer systems engineering, or systems engineering and analysis.
As a Staff Systems Engineer at BHN, you will have these responsibilities:
You're responsible for the Atlassian platform, you will configure, secure, administer and maintain Atlassian products and guide BHN towards an automated first approach to work management; you'll create custom projects, queries, scripts and explore new products and integrations
You'll help maintain automation orchestration of corporate objects (especially for Atlassian products), including but not limited to employee account creation and licensing; you'll act as an automation lead coaching team mates on the maintenance and updates of automated tasks
You'll share responsibility for maintaining our IDP solution and SaaS resources owned by corporate IT, maintaining, securing, auditing and procuring/deploying new services driven by business objectives.
You'll help consolidate technologies and systems where appropriate across the business
Responsible for the corporate services Business Continuity plan: maintaining security, backup, redundancy strategies and recovery processes.
You will participate in the application of regulatory and compliance efforts such as but not limited to ISO and SoC
You'll participate in the decision and design of corporate information systems, both corporate and SaaS based; creating and maintaining network documentation as it pertains to corporate infrastructure
You'll participate in the management of the vendors responsible for the services BHN provides to employees under the responsibility of Systems Engineering.
You'll provide support where appropriate for end users issues that are escalated by the Helpdesk staff.
Other assigned work within the realm of corporate infrastructure.
Travel to our satellite offices, about 5-10% of your time
Competencies:
Scripting: Bash, Groovy, Python, API usage, Postman (query testing)
Required Education and Experience:
8 years as a Systems Engineer or 10+ years as a Systems Administrator, with an extensive record of Atlassian customization
Minimum 4 years as administering Atlassian Products for a large company, a deep understanding of Jira Software and the ability to customize complex projects and automate tasks using automation tools, scripts and JQL
Working knowledge of APIs and a strong understanding of scripting languages such as Groovy or Python
2-4 years of experience administering Okta with a proven record of creating automation using available APIs and working with Okta Workflows or equivalent tool.
Demonstrated success working with APIs and making use of services to leverage automation on a variety of platforms; solid understanding of an applicable scripting language such as Groovy or Python
Qualities:
You're a self-starter, you need little to no direction from management; frequently wowing by overdelivering.
Ability to perform in ambiguous situations, if you aren't knowledgeable about the issue at hand you know how to “Google it” and learn what needs to be done.
Excellent troubleshooting skills, you know how to get down to the root of a problem; there are no dead ends, if you don't know the answer, you'll find out!
Prioritization skills, you're an expert at knowing when to work on the right ticket allowing you to juggle multiple tasks at the same time.
Attention to detail, you are meticulous; you're able to produce polished and easy to understand administrative guides and keep a wide range of systems and documents up to date.
Experience with other BHN tools is a plus: Okta, Service Now, Duo, Azure Active Directory, Jira, Microsoft 365, Microsoft Intune, Kandji, Box, Powershell, Bash.
Preferred Education and Experience:
4-year college degree or 2-year technical degree
Traveling Banker
Solvang, CA Job
** This is a float/traveling banking specialist role. Your home branch will be at our Solvang branch, but will be covering our Santa Maria and Santa Barbara branch as needed. Mileage and drive time will be paid. **
What You Will Be Doing
Providing excellent client service by accurately and expeditiously opening new accounts and other products for current clients and new clients to the Bank. Providing maintenance on accounts and products when requested and authorized by the client. For those quoting rates, terms and fees on all products and services and providing necessary disclosures as required (NMLS registration will be required).
Expanding the use of alternative delivery systems by explaining the merits of other systems such as Online Banking System, Online Bill Pay, ATM network, Debit Card, and Client Contact Center.
Identifying the need for borrowing and originating consumer loan applications. Assisting in the processing of loan applications and closing.
Increasing sales and cross-sell opportunities by participating in sales events such as in-aisle sales (where applicable), internal/external events, out bound calls, and promotional activities.
Supporting our Bank's culture and client-friendly environment by greeting clients with a courteous and friendly demeanor, including greeting clients by name when possible.
Ensuring continued relationships with our clients by processing client transactions such as deposits, withdrawals, payments, check cashing, etc. courteously, accurately and as expeditiously as possible.
Assuring Branch compliance by performing a variety of tasks, including but not limited to, the following: cash audits, alarm tests, loss prevention training, safe deposit delinquencies, ATM balancing, monthly and quarterly branch audits, regulation training, monthly security reports, balancing of travelers checks, official checks and money orders.
Protecting the interests of the Bank and our clients by following all security, regulatory and audit procedures, including daily balancing of individual teller drawers, ATM and vault. Maintaining of proper dual control and appropriate holds. Accurately balancing assigned cash drawer on a daily basis. Immediately reporting out of balance conditions to branch management.
Helping coach Banking Specialist I on products, services, policies and procedures.
Contributing to the Bank's success by identifying sales opportunities and referring clients to the appropriate area. Works towards achievement of branch and individual sales and referral goals.
Working to retain existing client relationships and obtain new ones by conducting calls on maturing accounts, following up on leads, referrals and other prospecting opportunities.
Driving branch profitability and client satisfaction by getting to know clients and encouraging their consideration of other Bank products where they may benefit the client. (In-Store) Should cultivate relationship with retail store associates.
Contributing to the Bank's efforts in reaching and surpassing its Community Reinvestment Act goals by participating in community service activities.
What Do You Need for this Position?
Willing to Travel throughout the assigned branches
High School Diploma or Equivalent
Minimum of 12 months previous client service experience preferred
Previous cash-handling experience required
Previous banking experience strongly preferred
NLMS registration preferred
Developed customer service skills, including written and verbal communication
Ability to use a PC and alpha/numeric keyboard
Financial Advisor Assistant
Pasadena, CA Job
Salary Range:$53,873.00 To $59,859.00 Annually
Firefighters First Federal Credit Union has proudly been serving the firefighter community since 1935. We have built trusting relationships within the fire family as the nation's largest exclusive firefighter credit union. Our commitment to providing our members with exceptional financial products and services, along with our legendary service, has allowed us to grow our membership nationally. Join a team that values its employees, invests in professional growth, and makes an impact in the firefighter community.
Currently, we have an immediate opening for a Financial Advisor Assistant to join our team! The Financial Advisor Assistant is responsible for providing high level administrative support which includes general office administration, phone support, meeting scheduling, assigned projects and provides service support for all investment related products to the Financial Advisor and Program Manager.
Primary Responsibilities:
Handling customer relation issues to assist in both the retention and acquisition of assets under management.
Prioritizing client/prospect contacts to maximize sales efforts.
Making outbound calls pertaining to warm leads to schedule appointments. This also includes fielding telephone calls, assisting members, and directing visitors.
Coordinating all events such as educational and marketing activities to increase awareness of FFCU's investment services.
Updating and ensuring member records/files are accurate and complete in accordance with FINRA and SEC compliance standards.
Performing other administrative duties such as handling mail, preparing reports, processing new accounts, and providing support to the tracking of referrals of products and services, etc.
Basic Qualifications:
Education: High school diploma or GED.
Licenses/Certifications: Series 7, 63, and 65 or 66 licenses; Bondable through CUSO Financial Services, LP.
Previous administrative assistance preferably within the financial services industry.
Firefighters First Federal Credit Union is an Equal Employment Opportunity employer. We do not discriminate based upon race, color, religion, age, gender, marital status, physical or mental disability, medical condition, pregnancy, sexual orientation, gender identity or expression, national origin, veteran status, genetic information, or any other status protected under federal, state, or local law. Firefighters First Federal Credit Union is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Human Resources at ***********************.
Machine Learning Infrastructure Engineers (Multiple Opportunities)
San Francisco, CA Job
To help support the growth of several investments of ours in SF Bay Area, we're looking to network with talented engineers with strong infrastructure / distributed systems backgrounds who are interested in scaling AI.
If you have 3+ years of industry experience in ML Infra / AI Engineering--we'd like to hear from you. We have several investments we believe will become market leaders in their space who are aggressively hiring ML Infra Engineers, and we'd welcome the chance to discuss some of these opportunities with qualified applicants.
About Us:
Greylock is an early-stage investor in hundreds of remarkable companies including Airbnb, LinkedIn, Dropbox, Workday, Cloudera, Facebook, Instagram, Roblox, Coinbase, Palo Alto Networks, among others. More can be found about us here: *********************
How We Work:
We are full-time, salaried employees of Greylock and provide free candidate referrals/introductions to our active investments. We will contact anyone who looks like a potential match--requesting to schedule a call with you immediately.
Due to the selective nature of this service and the volume of applicants we typically receive from our job postings, a follow-up email will not be sent until a match is identified with one of our investments.
Please note: We are not recruiting for any roles within Greylock at this time. This job posting is for direct employment with startups in our portfolio.