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  • Sr Commercial Credit Analyst (C&I)

    Bank 4.3company rating

    Bank Job In Hackensack, NJ

    This position primarily focuses on conducting credit analysis for commercial and industrial (C&I) loans, with occasional involvement in commercial real estate (CRE) loans. The role involves performing in-depth credit assessments, reviewing financial data, and determining the creditworthiness of commercial clients. The individual will prepare detailed credit memorandums and loan packages for presentation to loan officers or committees. Additional duties include providing guidance to junior credit analysts and offering support to loan officers. The role also includes performing annual reviews of existing loan files and assigning appropriate risk ratings. Participation in special projects and assisting loan officers as needed is expected. Key Responsibilities: Collects and analyzes credit data to assist lending officers or committees in making informed decisions about new, renewed, or extended loans. Reviews relevant credit and financial information. Analyzes financial statements and associated documents. Prepares credit memorandums and evaluates creditworthiness. Investigates credit and financial data from various sources and reviews agency reports. Uses financial statement analysis tools to assess debt service and borrower/guarantor repayment ability. Ensures compliance with all financial covenants and conditions. Confirms the loan meets all internal policies and regulatory requirements. Performs annual credit file reviews, assessing cash flow trends, conducting stress tests, and analyzing industry factors to identify any potential concerns or the need for risk rating adjustments. Reports risk rating recommendations, providing clear justifications. Supports loan officers in client meetings as needed, preparing talking points related to the customer's business operations. Contributes to the training and development of junior credit analysts. Qualifications: Bachelor's degree in Business Administration, Accounting, Finance, or a related field. A minimum of 4 years of experience as a Commercial Credit Analyst. Experience in commercial credit analysis for C&I loans (commercial and industrial). In-depth knowledge of commercial loan products, policies, procedures, and federal regulations. Strong numerical and analytical skills with attention to detail. Expertise in problem-solving, decision-making, underwriting, and financial analysis. Knowledge of accounting and finance principles, with proficiency in performing detailed financial analysis. Ability to work independently, effectively, and efficiently under tight deadlines. Strong organizational and time-management skills, with the ability to manage multiple priorities. Excellent communication skills, both written and verbal. Proficiency in MS Office and specialized credit analysis and lending software.
    $51k-63k yearly est. 4d ago
  • AVP Bank Manager

    Independent Bank 4.3company rating

    Independent Bank Job In Brighton, MI

    Be Proud, Be YOU, Be Independent! Are you an experienced Banking Professional looking to progress in your career? If so, we need you! At Independent Bank we promote a culture that encourages professional growth and embraces the collective sum of your individual differences, life experiences, knowledge, innovation, self-expression, unique capabilities and talent. We value diversity of thought, ideas, and background. Our inclusive and collaborative culture helps us find the best solutions to meet the needs of our clients and company. About the Job: The AVP Bank Manager is responsible for efficiently and effectively managing a full-service retail banking office, ensuring that all established policies and procedures are followed. This position will positively influences branch profitability by expanding and developing new personal and business banking relationships. Employee in this position will consistently deliver high quality customer service, develop customer base and grow branch portfolio in a cost effective manner. Why You Should Apply: Competitive compensation package. Accommodating and flexible paid time off. A knowledgeable, goal-driven, and exciting team of colleagues. Exposure to different areas of banking and the ability to work with leaders within the industry. Community-focused events and volunteer opportunities. What You Will Do: Manage employees, organize and direct activities, maximize branch profitability, provide high level of quality customer service and has overall daily operational responsibility for the performance of the office location. Participates in the selection, training and development of assigned staff; completes and conducts performance reviews; acts as final authority for basic issue resolution at office level. Oversees organization of branch sales, operations and service processes and procedures to maximize customer service and staff productivity and operational efficiencies. Ensures staff compliance with regulations, requirements and procedures; ensures staff follows operational and security policies and procedures. Develops and maintains profitable, multi-product relationships with individuals, small businesses and other organizations within their respective community. Calls on prospective and existing customers to develop professional relationships for the purpose of developing new business relationships. Initiates and/or collects customer loan applications; interviews loan applicants; forwards loan applications and appropriate supporting documentation for review. Works with Community Banker to establish, achieve and/or exceed branch performance and personal production goals; ensures that staff members meet or exceed established sales and CRA goals. Manages cost effectiveness of the branch; maximizes profitability. Supports the organizations Community Reinvestment Act (CRA) goals through business development efforts; educates branch staff in CRA requirements including documentation. Reviews, audits, modifies and/or prepares a variety of operational and financial reports and general correspondence within required timeframes. Participates in establishing and overseeing staff training and development plans; coaches employees daily/weekly as necessary. Receives and resolves routine customer issues and inquiries. Involves Community Banker when necessary. Performs other related duties as assigned. What We're Looking For: Associate's or Bachelor's degree or equivalent of working experience. 3+ years of sales experience, preferably in a retail banking environment. 2+ years of management experience, or 3+ years in a Team Leader or Assistant Manager position. Advanced knowledge of key banking operations and security policies, practices and procedures. Advanced knowledge of effective customer service methods and practices. Advanced ability to meet and/or exceed established sales, operational, business development calling, and CRA goals. Advanced ability to manage, coach, and lead others to achieve desired results. Advanced ability to provide solutions/resolution to a wide variety of customer service situations. Facilitate the introduction and delivery of integrated IB solutions with minimal support. The ability to be a subject matter expert through development and experience to mentor, to coach, and to teach coursework. Excellent interpersonal and communication skills and the ability to present to various group sizes. Strong sales skills in a retail environment. Adhere to all applicable regulatory compliance and personnel policies in the fulfillment of the specific duties of the position, including Bank Secrecy Act (BSA), Confidentiality, Information Security, and Ethical Standards. Completes all online compliance and regulatory courses. Be Bold. Be YOU. Be Independent!
    $82k-110k yearly est. 14d ago
  • Part-Time Personal Assistant to CEO

    Hold Brothers 3.5company rating

    New York, NY Job

    About the Job The CEO of a global leading direct access trading firm is seeking a dedicated and proactive personal assistant to join his team of assistants on a part-time basis. This is a great internship style opportunity to showcase strategic and analytical thinking abilities while juggling the private and professional needs of a very active executive. This is a position for someone who thrives in a fast-paced environment and has exceptional organizational skills. Responsibilities Manage both personal and professional tasks, which include reservations, appointments, and any household needs Coordinate international and domestic travel logistics including flight itineraries, hotel reservations and car services. Organize agendas, manage calendar and plan events while prioritizing competing demands Wardrobe and style management, personal shopping, procuring, and audit of wardrobe from day to day and special event clothing Perform general admin duties such as; recording meeting minutes, data entry, filing, copying, faxing, mailings, etc. Prioritize and lead multiple projects at a time, keeping diligent track of project timelines and deadlines. Uphold a highly organized and detailed to-do list for both the CEO and business and taking careful note of important dates. Maintain diligent communication with the rest of the team and ensure all aspects of the business are on track Monitor multiple social media accounts to help grow and expand online presence on existing and emerging social platforms Additional Personal / Creative / Executive Assistant duties as needed Qualifications Incoming Freshman of Sophomore pursuing a bachelor's degree from an accredited university Must be able to provide SAT and/or ACT scores to be considered Ability to provide clear and concise oral and written communication. A self-starter who is eager, optimistic, and has a “no task too small” mindset Must be able to work 10-15 hours per week
    $65k-101k yearly est. 38d ago
  • Salesperson

    Yellowstone Life Insurance Agency 3.9company rating

    Auburn, AL Job

    Position Overview: Are you ready to ignite your career in sales with passion and professionalism? We are on the hunt for a dynamic and motivated Outside Sales Representative to join our vibrant team and propel the growth of our life insurance products. As a key player in our sales force, you will forge strong client relationships, uncover customer needs, and offer tailored life insurance solutions. This thrilling role lets you work independently, meet potential clients in various settings, and hit your sales targets in a rewarding and supportive environment. Key Responsibilities: Prospecting and Lead Generation: Leverage our unique platform that targets qualified candidates seeking our diverse life insurance products, allowing you to focus more on client interactions and less on lead hunting. Client Consultation: Perform comprehensive needs assessments to understand clients' financial goals and insurance needs, presenting and explaining life insurance options to help clients make informed decisions. Sales Presentation: Deliver captivating sales presentations to individuals and groups, showcasing the benefits and features of our life insurance products. Tailor presentations to address specific client concerns and preferences. Relationship Management: Cultivate and maintain long-term relationships with clients, offering continuous support and service. Conduct regular follow-ups to ensure customer satisfaction and policy retention. Market Research: Stay abreast of industry trends, competitive products, and market conditions. Utilize this knowledge to position our life insurance products effectively and provide clients with pertinent information. Sales Reporting: Keep precise and up-to-date records of sales activities, client interactions, and progress toward sales targets. Prepare regular reports for management review. Compliance: Ensure all sales activities adhere to regulatory requirements and company policies, maintaining confidentiality of client information and upholding ethical standards. Qualifications: Proven experience in sales, preferably within the insurance or financial services industry. Exceptional communication and interpersonal skills, with the ability to build rapport and trust with clients. Outstanding presentation and negotiation skills. Self-motivated with a results-driven mindset and the ability to work independently. Willingness to travel within the assigned territory and manage a flexible schedule. Valid driver's license and reliable transportation. High school diploma or equivalent; a bachelor's degree in business, finance, or a related field is a plus. Life insurance license or the ability to obtain one (we will assist you in acquiring your license if you are not currently licensed). Benefits: Competitive compensation with the most attractive commission and bonus structure in the industry. Comprehensive training and continuous professional development. A supportive team environment with access to seasoned mentors. Opportunities for career advancement within the company. Compensation: Range is based on the average rep in current markets Bonuses, are performance based and paid every month on the 15th Residuals are paid on the anniversary date of the clients sale.
    $21k-25k yearly est. 10d ago
  • Quality Practice Advisor

    Meridian Illinois 4.6company rating

    Dieterich, IL Job

    You could be the one who changes everything for our 28 million members. Centene is transforming the health of our communities, one person at a time. As a diversified, national organization, you'll have access to competitive benefits including a fresh perspective on workplace flexibility. Position Purpose: Establishes and fosters a healthy working relationship between large physician practices, IPAs and Centene. Educates providers and supports provider practice sites regarding the National Committee for Quality Assurance (NCQA) HEDIS measures and risk adjustment. Provides education for HEDIS measures, appropriate medical record documentation and appropriate coding. Assists in resolving deficiencies impacting plan compliance to meet State and Federal standards for HEDIS and documentation standards. Acts as a resource for the health plan peers on HEDIS measures, appropriate medical record documentation and appropriate coding. Supports the development and implementation of quality improvement interventions and audits in relation to plan providers. Delivers, advises and educates provider practices and IPAs in appropriate HEDIS measures, medical record documentation guidelines and HEDIS ICD-9/10 CPT coding in accordance with state, federal, and NCQA requirements. Collects, summarizes, trends, and delivers provider quality and risk adjustment performance data to identify and strategize/coach on opportunities for provider improvement and gap closure. Collaborates with Provider Relations and other provider facing teams to improve provider performance in areas of Quality, Risk Adjustment and Operations (claims and encounters). Identifies specific practice needs where Centene can provide support. Develops, enhances and maintains provider clinical relationship across product lines. Maintains Quality KPI and maintains good standing with HEDIS Abstraction accuracy rates as per corporate standards. Ability to travel up to 75% of time to provider offices. Performs other duties as assigned Complies with all policies and standards This is HYBRID, provider facing position. Candidates must reside in Madison, Sangamon, St. Clair, Macoupin, or Jersey counties. Education/Experience: Bachelor's Degree or equivalent required 3+ years in HEDIS record collection and risk adjustment (coding) required One of the following required: CCS, LPN, LCSW, LMHC, LMSW, LMFT, LVN, RN, APRN, HCQM, CHP, CPHQ, CPC, CBCS required For IL Health Plan only: Must reside in IL or within a reasonable driving distance to assigned providers. Pay Range: $26.50 - $47.59 per hour Centene offers a comprehensive benefits package including: competitive pay, health insurance, 401K and stock purchase plans, tuition reimbursement, paid time off plus holidays, and a flexible approach to work with remote, hybrid, field or office work schedules. Actual pay will be adjusted based on an individual's skills, experience, education, and other job-related factors permitted by law. Total compensation may also include additional forms of incentives. Centene is an equal opportunity employer that is committed to diversity, and values the ways in which we are different. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or other characteristic protected by applicable law. Qualified applicants with arrest or conviction records will be considered in accordance with the LA County Ordinance and the California Fair Chance Act
    $26.5-47.6 hourly 6d ago
  • Registered Nurse (RN), Intermediate Care

    Memorial Health 4.4company rating

    Elgin, IL Job

    A Registered Nurse at Springfield Memorial Hospital means becoming a part of a Magnet hospital that raises the bar for excellence. The SMH environment expects high quality care for patients and RNs who want to advance learning to ensure they can be the best nurse possible. Quality nurses not only understand, but also exhibit, that "care starts with caring." Nursing is about caring for people. Above all else, working at Memorial means we expect you to exceed customer expectations. You can do this by treating each patient as if they are the only one you are caring for that day, being the calm voice for the family, finding the answers when you don't have one, and displaying compassion in all interactions. 3E Intermediate Care: Registered Nurse will provide care to neuro-medical-respiratory-surgical, post-trauma and sepsis patients, as well as borderline ICU patients. Every shift they will be responsible for providing monitoring, printing and interpreting strips. Care includes IMC Monitoring, ventilator care, EEG observation, off-site telemetry, acute stroke, complex surgeries and seizure disorders, as well as dressings, medication administration and monitoring with titratable meds and drainage tubes. Qualifications Licensure/Certification/Registry: Licensed as RN in State of Illinois. Current BLS/CPR certification per policy. Other Knowledge/Skills/Abilities: Must be able to position and/or transfer an average adult patient and possess gross coordination sufficient to perform other patient care duties as required. Must be able to withstand prolonged periods of standing. Must be able to perform difficult manipulative skills such as IV insertion and IM injections. Environmental working conditions include exposure to blood, bodily fluids and tissue, contagious diseases and/or radioactive or other potentially hazardous materials.
    $59k-76k yearly est. 54d ago
  • Fund Services - Hedge Fund/PE Client Facing Account Manager

    Morgan Stanley 4.6company rating

    Harrison, NY Job

    Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Fund Services This wholly owned subsidiary of Morgan Stanley administers over $600 billion of hedge fund assets. Using the Firm's proprietary, globally accessible technology platform, the business provides a full range of fund administration services, including daily accounting and financial reporting; transfer agency and investor services; middle and back-office support; and integrated portfolio analytics. Morgan Stanley Fund Services is supported by 1,350 professionals based in New York, London, Hong Kong, Dublin, Glasgow, Bangalore and Mumbai. We are seeking a client facing Account Manager for our NYC and Purchase, NY office. Principal Duties •Managing approximately 1-5 client relationships •Cooperating with the Firm's offshore operations and clients to resolve daily trade and accounting breaks •Preparing/reviewing monthly account closing procedures and ensuring compliance with established accounting procedures and controls •Ensuring all fund expenses are accrued timely and in accordance with GAAP •Performing monthly master-feeder accounting allocations •Preparing/reviewing investor allocations •Preparing/reviewing accounting journal entries related to standard accruals, management and incentive fees (calculated in accordance with fund documents), deferred compensation payables, derivative contract financing and broker financing •Ensuring monthly valuations are reviewed and approved prior to distribution to clients and reviewed and approved by clients prior to distribution to investors •Reviewing key legal fund offering documents and identifying possible accounting or administrative implementation issues •Assisting client conversion teams with new client set up and accounting conversion implementation •Identifying and implementing solutions to problems (accounting, operations, investor service) •Leveraging firm resources as appropriate to strengthen control environment: Prepare/review position and cash reconciliations between clients and their custodians Coordinating year-end audit with client and independent auditors Preparing/reviewing draft annual financial statements Requirements •Bachelor's degree •Minimum 7 years prior experience in a client-facing and/or accounting related role •Extensive knowledge of hedge fund investor, accounting concepts including: •Offshore class/series accounting Partnership accounting Allocation of new issues Accounting for complex management and incentive fee terms (hurdle rates) Offshore fee deferrals Side-pocket accounting •Strong knowledge of US generally accepted accounting principles (GAAP) •Experience in GAAP financial statement preparation, including strong understanding of hedge fund structures (master-feeder, mini-master, fund-of-funds) •Strong team and interpersonal skills •Strong communication, accounting, industry and relationship management skills Skills Desired •CPA a plus but not required •Prior experience with a Hedge Fund preferred •Sarbanes-Oxley 404 related experience or experience in SSAE 16 preparation a plus •Tax knowledge and experience in tax return preparation a plus •Knowledge of IFRS a plus Expected base pay rates for the role will be between $105,000 and $170,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $105k-170k yearly 3d ago
  • FX & STIR Trader Analyst

    BBVA 4.8company rating

    New York, NY Job

    Assist in providing deliverable FX forwards and non-deliverable FX forwards derivatives pricing. Assist in providing pricing for the Short Term Interest Rates derivatives. Providing derivatives pricing and service to internal / external clients, quoting clients and other desks requests and carrying out the necessary hedging from this activity. The scope will be any FX Forward and Interest Rate derivative out to three years. Scope of Responsibility: Client Profiles: Financial Institutions Banks Corporates and small caps Products/Services Portfolio: IRS, CCY, Basis, FX Forwards Major Job Duties: Collaborate with the FX Forwards & STIR Trading Desk Manager to meet internal and external customer needs/demands and complying with the risk and regulatory requirements Give counterparty service in FX forward and Rates derivatives to client's requests submitted by the Sales team. Quote bid/ offer prices, focusing on increasing the flow of orders by promoting the excellence in the service offered to the clients. Manage the FX e-pricing via e-Platforms, making sure that the published rates are competitive. Manage publication of US interest rate pricing via e-Platforms Provide trading ideas to be used as a sales tool and as a P&L generator within the FX and Rates product lines Perform dynamic hedging of the risk of his/ her own market positions. Focus on breaking and covering the risks in coordination with other trading desks. Maintain the risks within the acceptable/ allowed risk limits Monitor the market continuously, being in permanent contact with other market participants/ counterparties. Focus on adjusting and updating the trading parameters of his/ her valuating models to the market risks and conditions Register all trades/ transactions in BBVA internal applications. Assist middle and back office in the transactions' settlement, in order to minimize operational risk and/ or solve incidences. Verify the orders' compliance and control in case of contingency, system failure and incidences Carry out the daily closing processes, verifying that the book risks are covered and the positions are correctly informed in the internal systems Collaborate with FX and Long Term Rates department trying to internalize flows Collaborate with the BBVA Finance Division in managing short term cash/ liquidity positions Update the Short term rates derivatives parameters in the databases that are used by all Global Market traders in pricing Liaise with other STIR desks to coordinate the hedging and share market and clients' needs knowledge. Promote the generation of synergies in the in the global STIR pricing and hedging strategy Collaborate closely with the FX E-Commerce and IT teams in order to improve BBVA FX platform capabilities. Support in identifying areas for improvements, business opportunities, etc. Collaborate with Quants and Structuring teams to develop valuation models and structured STIR products, respectively Comply with both internal and external operational policies, procedures and regulatory requirements Generate recurrent income complying with the budget and the hit/ miss target set for the products/ assets under his/ her responsibility Report to the STIR Desk Manager on a periodic and ad-hoc basis about main trading indicators such as: closed trades, P&L, positions, etc. Required qualifications: Undergraduate degree in a technical field like Mathematics, Engineering, Computer Science, etc. Programming experience with current technical languages including but not limited to Python, R, VBA and Java Experience with standard MS Office systems with strong Excel knowledge Strong communication skills, proven customer relationships, strong leadership skills Fluent in English Preferred qualifications: Advanced degree or post graduate work Previous finance work experience Product knowledge of Foreign Exchange and Interest Rates derivatives Spanish language proficiency Experience Murex, Bloomberg, and trading platforms All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. With respect to this position in our New York Office, the expected base salary ranges from $90,000 to $100,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions
    $90k-100k yearly 3d ago
  • Investment Banking Analyst | Private Credit Secondaries

    Jefferies 4.8company rating

    New York, NY Job

    Jefferies Private Capital Advisory is the largest and fastest growing advisory partner to financial sponsors and institutional limited partners on transactions involving the private equity secondary market. Our professionals work closely with private equity and private credit sponsors seeking to utilize the secondary market to generate liquidity through single- / multi-asset continuation vehicle transactions among other GP-led secondary transaction types. Additionally, the PCA team advises institutional investors such as sovereign wealth funds, pensions, endowments, foundations, and other large institutional investors in the private markets on the sale of portfolios of limited partnership interests in alternative asset funds. PCA Notable Facts 80+ dedicated secondary advisory professionals worldwide across offices in New York, Dallas, Hong Kong and London Fully capitalized 23 GP-led transactions (e.g., continuation vehicles) totaling $13B+ of equity volume FY2024 (~20% global GP-led market share) Jefferies PCA is currently the most active advisor on private credit GP-led transactions Advised on $200B+ of transaction value, including dozens of GP-led and LP-led transactions, for 250+ repeat clients Supported by ~30 professionals from Jefferies Private Fund Advisory providing placement agent services and strategic fundraising advice with a global distribution presence Description Jefferies PCA is seeking an Analyst to join its team in New York; the role would be dedicated to private credit GP-led transactions Private credit GP-led secondary transaction mandates include multi-asset continuation vehicles, tender offers, structured preferred equity solutions, NAV loans, and various other financing solutions for sponsors and their funds. Private credit GP-led secondaries is anticipated to be the largest growth driver in the broader secondaries market Candidate will join a highly collaborative and rapidly growing team; the Jefferies PCA team is building out a dedicated team focused on private credit secondaries opportunities - the team currently commands the #1 market share within private credit GP-led secondary transactions; this will be a unique opportunity to be at the forefront of a newly developing market with huge positive market tailwinds, with opportunities to gain meaningful exposure to leading private credit sponsors The Analyst will play an integral role in transaction execution and new business development for ground-breaking secondaries advisory assignments Responsibilities Prepare and contribute to the delivery of client presentations and interact with senior bankers, clients and lawyers Interface with sector / product banking professionals and contribute to the development of financial models and valuation analyses Perform company- and fund-level due diligence, prepare information memoranda and other transaction-related documentation Conduct secondary market research including identifying trends in the alternatives investment industry Manage secondary investor outreach and due diligence (e.g., sponsor roadshows, management team meetings, plant and office visits) Assist in preparing responses to due diligence requests from potential secondary investors Track market data to assist with PCA's communications with clients Maintain a database of secondary investor profiles, investment strategies, and transaction feedback Qualifications / Credentials Four-year Bachelor's degree, with a distinguished academic background 1-5 years of relevant professional experience (e.g., investment banking, valuation advisory, alternatives investment management, private equity consulting) Private credit experience is seen as beneficial, but is not a requirement Analytical and quantitative problem-solving skills including academic / professional experience in financial modeling and valuation High levels of maturity and ability to interface effectively with professionals at private equity firms, portfolio companies, and secondary investors Willingness to work on a wide range of secondary transaction types across different segments of the private markets and industry verticals Strong multi-tasking and organizational skills with consistent attention to detail Profound dedication to the role (i.e., willingness to take ownership of client deliverables) Strong judgment, critical thinking skills with resourcefulness and the ability to improvise effectively Exceptional communication skills (verbal, written and illustrative) across various mediums (predominantly Microsoft Word, PowerPoint, and Excel) The salary range for this role is $110,000 - $150,000. The salary offered will take into consideration an individual's experience level and qualifications. In addition to salary, Jefferies offers, for eligible employees, an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (vacation), unplanned time off (sick leave), and paid holidays and paid parental leave. At Jefferies, we believe that diversity fosters creativity, innovation and thought leadership through the infusion of new ideas and perspectives. We have made a commitment to building a culture that provides opportunities for all employees regardless of our differences, and supporting a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients. Jefferies is an equal employment opportunity workplace. We practice equal opportunity for all, regardless of race, religion, ancestry, color, gender, pregnancy, age, physical or mental disability or medical condition, national origin, marital status, sexual orientation, gender identity or expression, covered veteran or military status, genetic information, reproductive health decisions, or any other factor protected by law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. In accordance with applicable law, we are dedicated to finding reasonable accommodations for candidates and employees' religious practices and beliefs, as well as any mental health or physical disability needs. Please inform your recruiter should you require accommodations throughout your application process. All employees must follow Jefferies' COVID-19 protocol policy, which is subject to change.
    $110k-150k yearly 4d ago
  • Teller

    Esquire Bank 4.4company rating

    Jericho, NY Job

    Basic Function: A Teller/Customer Service Representative is accountable for processing all our client transactions as well as providing them with excellent customer service. Making sure clients are pleased with the services provided is one of the most important aspects of this position. Principal Responsibilities: Create a welcoming environment for all clients. Assisting customers with processing transactions, such as deposits, withdrawals, or payments, resolving complaints or account discrepancies, and answering questions. Informing customers about bank products and services. Maintain a balanced cash drawer daily and provide proof (using tapes) that all transactions match those on your Teller Desktop System. Verifying client transactions, including wires, checks, transfers, and ach. Handling currency, transactions, and confidential information in a responsible manner. Accurately and swiftly process deposits, withdrawals, transfers, and wire transfers. Keep records of Bank Checks sold and maintain file with OFAC search results for payee. Respond to emails from clients in a timely manner and see that their request has been processed to their likeness as long as bank policies and procedures were followed. Ordering new debit cards for clients when they expired was lost or stolen. Answering incoming phone calls. Facilitate the opening of new accounts, including the ordering of checks and debit cards. Buy and sell currency from the vault as necessary, ensuring that teller drawer cash limits are not exceeded. Open commercial and consumer accounts. Comply with all department Security, company policies, procedures, and regulations. Background and Experience: High school diploma or equivalent required, and 1-3 years Teller/customer service experience. Cash handling experience preferred. Ability to work independently with little to no supervision. Elevated level of accountability, efficiency, and accuracy. Prior Customer Service experience. Sales Force experience preferred Microsoft Office skills. Ensure that all activities are performed in compliance with the federal, state and Bank Secrecy Act regulatory requirements. Estimated Salary Range: $45,000 - $55,000 / year Compensation may vary based on education, skills, qualifications and/or expertise.
    $45k-55k yearly 4d ago
  • Investment Banking Vice President | Leveraged Finance

    Jefferies 4.8company rating

    New York, NY Job

    Jefferies Group LLC, the largest independent, global, full-service investment banking firm headquartered in the U.S. focused on serving clients for 60 years, is a leader in providing insight, expertise and execution to investors, companies and governments. We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, asset and wealth management in the Americas, Europe and the Middle East and Asia. Jefferies Group LLC is a wholly-owned subsidiary of Jefferies Financial Group Inc. (NYSE: JEF), a diversified financial services company. Jefferies Leveraged Finance Group provides a full array of financing solutions for non-investment grade corporate clients and financial sponsors. Our Leveraged Finance professionals focus on originating, structuring, underwriting and executing debt financings (leveraged loans, high yield bonds, bridge financing and mezzanine debt), including leveraged buy-outs, re-financings, dividends M&A transactions and restructurings. With professionals in the New York and London office, the Group offers clients a seamless global platform for non-investment grade debt financing solutions. POSITION: The Leveraged Finance team is actively looking for an experienced Vice President for our New York office. PRIMARY RESPONSIBILITIES: Lead the execution of leveraged finance transactions for financial sponsor and corporate clients Lead key aspects of business and financial due diligence and credit underwriting processes Review and negotiate legal documentation including commitments papers and credit agreements / indentures Prepare and deliver client presentations, draft marketing materials and participate in due diligence and drafting sessions Develop client relationships through deal execution and pitching These responsibilities afford direct and active interaction with clients (CEOs, CFOs, private equity firms, etc.) where Vice Presidents are expected to attend and participate in client meetings and contribute to building and maintaining client relationships. You will work on several projects simultaneously with teams of professionals, both within the group and across the firm, including Managing Directors, Associates and Analysts, collaborating to develop and execute solutions to meet client needs. REQUIRED BACKGROUND: Bachelor's degree from an accredited college or university AND 5+ years of experience in leveraged finance or a sector coverage group or credit underwriting at BDC / direct lender MBA degree (or equivalent graduate degree) from an accredited college or university AND 2+ years of experience in leveraged finance or a sector coverage group or credit underwriting at BDC / direct lender Experience in credit underwriting, Financial modeling coursework, training, or experience Lives in New York or willing to relocate DESIRED EXPERIENCE SKILLS: Excellent financial modeling, financial statement analysis, and accounting skills / knowledge Excellent written and verbal communication skills Detail-oriented with exceptional critical thinking and problem-solving abilities Ability to lead a variety of transactions and projects simultaneously Resourceful self-starter; able to work autonomously Demonstrated team player and leader Positive attitude and problem solver Full Time Salary of $275,000. The salary offered will take into consideration an individual's experience level and qualifications. In addition to salary, Jefferies offers, for eligible employees, an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (vacation), unplanned time off (sick leave), and paid holidays and paid parental leave. At Jefferies, we believe that diversity fosters creativity, innovation and thought leadership through the infusion of new ideas and perspectives. We have made a commitment to building a culture that provides opportunities for all employees regardless of our differences, and supporting a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients. Jefferies is an equal employment opportunity workplace. We practice equal opportunity for all, regardless of race, religion, ancestry, color, gender, pregnancy, age, physical or mental disability or medical condition, national origin, marital status, sexual orientation, gender identity or expression, covered veteran or military status, genetic information, reproductive health decisions, or any other factor protected by law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. In accordance with applicable law, we are dedicated to finding reasonable accommodations for candidates and employees' religious practices and beliefs, as well as any mental health or physical disability needs. Please inform your recruiter should you require accommodations throughout your application process. All employees must follow Jefferies' COVID-19 protocol policy, which is subject to change.
    $275k yearly 4d ago
  • Branch Manager

    Heritage Financial Credit Union 4.4company rating

    New Paltz, NY Job

    Branch Manager - New Paltz, NY Retail Banking Join a Purpose-Driven Team at Heritage Financial Credit Union Where Integrity, Excellence, Teamwork, and Community Matter! Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do. We believe in: Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community. Excellence: We strive to provide our members with the best possible service. Teamwork: We believe that we can achieve more together than we can alone. Respect: We treat each other with dignity and respect. Community: We are committed to giving back to the communities we serve.. If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive employee benefits package, including a very generous PTO policy. POSITION PURPOSE Effectively lead team in development and operational tasks and processes within the designated Retail branch in support of HFCU's Great Worthy Cause. Direct, motivate, and develop the team to successfully attain monthly and annual goals and ensure all service standards are adhered to, both internally and externally. Create a work environment where employees are engaged, encouraging ownership of professional growth and team collaboration. Salary: $73,412.- $91,765 annually, depending on experience. ESSENTIAL FUNCTIONS AND RESPONSIBILITIES Demonstrate understanding of HFCU's Mission, Vision and Core Values, along with expertise in HFCU's products and services, including all available tools and resources to effectively lead the branch. Demonstrate engagement, enthusiasm, and passion for leading the branch. Provide guidance and support for each team member utilizing HFCU's Employee Performance Program, including but not limited to monthly 1x1 sessions. Evaluate employee performance and provide feedback and coaching as needed. Manage employee relation issues in a timely mannered and with professionalism toward resolution. Demonstrate understanding and support of all HFCU initiatives for employee development and team engagement through collaboration with HFCU's training and development programs. Consistently work with the team to develop an appropriate succession plan. Support recruiting in the hiring process. Effectively communicate with department leaders and peers to develop a network of support and collaboration. Facilitate communication of all necessary information with the team on a daily, weekly and monthly basis, including but not limited to daily huddles and monthly branch meetings. Ensure member service standards are met through effective coaching and development of each team member. Handle all concerns and complaints in a professional and supportive manner, escalating situations with a recommended solution. Collaborate with departments to enhance member service as needed, and ensure proper follow through. Partner with Business Intelligence to utilize all available tools and resource to analyze branch trends, recognize new ways to capture and grow business, and recommend possible solutions to Retail Leadership. Assess branch trends in areas such as transactional, goal attainment and industry standards in order to make effective recommendations for annual headcount. Assume complete responsibility for all areas of branch management, including all day-to-day operations. Demonstrate proficiency in all operational tasks and sales processes, and ensure timely completion of all as expected by Retail Leadership. Demonstrate an ability to support and function in all branch positions as needed. Proactively plan activities to aid in the attainment of monthly goals. Examples include, but are not limited to, in-branch call nights, collaboration with local businesses on membership drives, and dissemination of promotional information. Prospecting and visiting local businesses for brand awareness and to meet our business and commercial goals. Participate in community involvement to develop relationships with community leaders within your branch's geographical location, and across HFCU's field of membership, to increase brand awareness. Oversee the branch's monthly financial budget to ensure necessary steps are taken to manage expenses, including the review of monthly variances. Partner with Retail Leadership to analyze and make recommendations around managing branch profitability. Developing sales service plan to help the branch meet their goal. The ability to pivot as the business needs change. Proactively look for operational enhancements and research and share with direct leader. Maintain a safe and sound work environment adhering to all audit and security expectations. Participate in organizational team projects, representing Retail in a professional and competent manner. Mentor and support new branch managers. Performs other duties as assigned. PERFORMANCE MEASUREMENTS Performance is measured against the competencies and goals as outlined in the Employee Performance Program, and established in partnership with the employee's leadership. QUALIFICATIONS EDUCATION/CERTIFICATION: Bachelor's degree and 3+ years' experience as a Branch Manager/Business Development; or a comparable combination of education and experience. Notary License required or within 6 months of hire. REQUIRED KNOWLEDGE: This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance. EXPERIENCE REQUIRED: Proficiency in Microsoft Office. Extensive financial industry experience, including but not limited to cash handling, customer service, needs based selling, goal attainment, employee leadership and development, project and team participation, and community development. A minimum of 2 years of experience on out bound calling/prospecting and visiting local businesses. Experience understanding business and commercial products. SKILLS/ABILITIES: Demonstrate the ability to think critically and creatively to problem solve and build business plans. Demonstrate the ability to effectively collaborate with direct team, department leaders and line of business partners to achieve organizational goals. Demonstrate self-awareness, discipline and a strong desire to learn and contribute to the success and wellbeing of self, team members and the organization. Focus on customer service and lead by example. Show strong attention to detail. Highly organized with time and team management An eagerness to grow the branch network and developing teams. Demonstrate an ability to effectively communicate with internal and external members in a professional and respectful tone and manner. Demonstrate a strong commitment to listening, anticipating and addressing the needs and concerns of internal and external members. Ability to project a professional appearance and positive attitude at all times. Advanced analytical/technical knowledge pertaining to decision analysis and financial/budget administration. Equal Opportunity Statement Employment at our Credit Union is based upon merit, ability, and qualifications. 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 status.
    $73.4k-91.8k yearly 36d ago
  • Financial Services Representative

    Strategic Financial Partners 3.9company rating

    Franklin, TN Job

    Begin a career with support and flexibility. Strategic Financial Partners has an opportunity available for Financial Services Representatives (entry-level and experienced) in Tennessee, Alabama, and Arkansas. The local roots of our firm date back to 1933. Committed to providing excellence in customer service and quality of financial advisement, the company realized that the financial marketplace was consistently changing and evolving. With a solid foundation and an intense commitment to its clients, the firm evolved into Strategic Financial Partners. Today, Strategic Financial Partners is home to a formidable collection of industry professionals offering services from its headquarters office in Memphis, as well as throughout the Southeast. Over the past 80+ years, Strategic Financial Partners has continued to evolve with the ever-changing financial marketplace. Throughout it all, we stand firm to our commitment to helping individuals, families, business owners and professionals develop expertly tailored financial strategies. We provide the experience you need to confidently use investment and insurance products to create, preserve and distribute your wealth. As an SFP Associate, you can look forward to: Developing and growing your book of business by meeting prospective clients Working with clients on their investment and insurance planning Networking to create new relationships in your Market Access to continuing education to develop your skills in an ever-evolving industry Infinite potential for financial growth Primary Responsibilities: Prepare recommendations based on individualized needs analysis to meet the needs of customers, while keeping their best interests in mind. Deliver a diversified set of investment and insurance advice-based solutions with a financial planning mindset to meet the individualized investment needs of clients. Provide sound financial services by advising clients on the advantages and drawbacks of different products in accordance with their individual needs. Meet or surpass established sales goals while meeting individual client needs and complying with company policies and regulations. Provide first class customer service during each customer interaction through a complete understanding of the sales process, licensing requirements and policies. What You Can Expect from Us Practice Management & Development. The three-year advisor residency program provides intensive support and structure during the transition into the career as well as individualized practice development on a daily, weekly, monthly and quarterly basis. Team Opportunities. SFP is known for its unparalleled commitment to building highly effective advisory teams. Advisors who work with teams see client situations from multiple perspectives, which leads to more comprehensive planning and a higher quality client experience. Support. At SFP, you are backed by a diverse group of specialists and a comprehensive resource network to provide you with the knowledge and tools you need in order to become a successful financial advisor. Freedom. As a representative at SFP you are given the opportunity to run your business as you see fit. This job position gives you the ability to control your own work schedule. Tradition. We have offices in 5 major cities and have offered advisory services since 1933. The culture of our firm is one built from the pursuit of excellence, servant leadership and teamwork. Attributes of who we are seeking: excellent interactive skills and sales abilities firm belief in financial products and solutions demonstrates determination and commitment has an entrepreneurial mindset presents one's self as outgoing and confident Bonus Attributes: (not required) prior sales experience solid understanding of investment and insurance products solid understanding of the financial planning process and needs analysis state Insurance License - Life and Health Securities Industry Essentials (SIE) FINRA Series 7 & 66 registrations Please visit our website for more information, including disclosures and licensing information for our team. *************************************** CRN***********770 Financial services representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of general agents with whom they contract.
    $28k-37k yearly est. 3d ago
  • Global Head of Investment Banking Business Selection & Conflicts

    Jefferies 4.8company rating

    New York, NY Job

    We are seeking a strategic and dynamic leader to join as the Global Head of Investment Banking, Business Section & Conflicts. This role is responsible for overseeing and managing strategic decision-making and conflict resolution across our global investment banking operations. The individual will provide executive leadership in managing complex conflicts of interest, ensuring compliance, and driving the long-term success of the firm's business strategies. The ideal candidate will possess deep industry expertise, strong leadership capabilities, and an unparalleled ability to influence and align internal and external stakeholders at all levels. The individual will interact on a daily basis with investment bankers as well as with various functions within Investment Banking (legal, compliance, finance, business operations). Primary Responsibilities: •Lead the firm's efforts in terms of monitoring and managing potential client conflicts that could arise in the course of conducting our investment banking activities across all groups and geographies •Work with our IT team to develop and maintain an automated system to gather information on banker activities to flag potential issues •Serve as coordinator with legal, compliance, banking teams and the conflicts committee when a potential conflict is identified that needs to be addressed •Oversee internal policies, standards and procedures regarding conflicts, as well as periodic training of Jefferies professionals •Report directly to M&A Leadership and the firm's General Counsel Required Background: • Extensive experience (8-10+ years) as an Investment Banker or with Investment Banking, Business Section & Conflicts • Proven track record in overseeing complex, high-value situations and managing critical conflict situations •Strong knowledge of investment banking workstreams •Resourceful self-starter, able to work autonomously and as a team player with all levels of staff •Bachelor's degree from an accredited college or university plus relevant investment banking experience •Currently living in New York or willing to relocate Desired Experience / Skills: •Ability to exercise sound judgment, handle confidential information and situations •Demonstrate professionalism, client management skills and high ethical standards •Excellent written and verbal communication skills •Detail-oriented with exceptional critical thinking and problem-solving abilities •Resourceful self-starter; able to work autonomously •Demonstrated team player and leader The salary for this role is $300,000-$400,000. The salary offered will take into consideration an individual's experience level and qualifications. In addition to salary, Jefferies offers, for eligible employees, an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (vacation), unplanned time off (sick leave), and paid holidays and paid parental leave. Jefferies Financial Group Inc. (‘‘Jefferies,' ‘‘we,' ‘‘us' or ‘‘our') is a U.S.-headquartered global full service, integrated investment banking and securities firm. Our largest subsidiary, Jefferies LLC, a U.S. broker-dealer, was founded in the U.S. in 1962 and our first international operating subsidiary, Jefferies International Limited, a U.K. broker-dealer, was established in the U.K. in 1986. Our strategy focuses on continuing to build out our investment banking effort, enhancing our capital markets businesses and further developing our Leucadia Asset Management alternative asset management platform. We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, asset and wealth management in the Americas, Europe and the Middle East and Asia. At Jefferies, we believe that diversity fosters creativity, innovation and thought leadership through the infusion of new ideas and perspectives. We have made a commitment to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients. Jefferies is committed to creating and sustaining a diverse workforce and encourages applicants from all backgrounds to apply. This includes applicants from historically underrepresented groups, including women, racial and ethnic minorities, members of the LGBTQ+ community, military veterans, and individuals with disabilities or who are neurodiverse. Jefferies is an equal employment opportunity employer, and takes affirmative action to ensure that all qualified applicants will receive consideration for employment without regard to race, creed, color, national origin, ancestry, religion, gender, pregnancy, age, physical or mental disability, marital status, sexual orientation, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodations to individuals with disabilities, as required by applicable law.
    $124k-160k yearly est. 1d ago
  • Full Time Client Service Associate

    Independent Bank Corporation 4.3company rating

    Independent Bank Corporation Job In Farmington Hills, MI

    Be Proud, Be You, Be Independent! Are you looking to progress your career as a banking professional? At Independent Bank we promote a culture that encourages professional growth and embraces the collective sum of your individual differences, life experiences, knowledge, innovation, self-expression, unique capabilities and talent. We value diversity of thought, ideas, and background. Our inclusive and collaborative culture helps us find the best solutions to meet the needs of our clients and company. We also recognize the importance of career growth, which is why we are proud to offer an exciting and fulfilling Career Path for all of our Retail Branch employees. Whether you're an experienced banking professional, or excited to begin a lucrative career in banking, our Career Path offers self-directed growth opportunities allowing for the freedom and flexibility to advance at your own pace. This Career Path covers everything from conducting financial transactions, to educating clients on products and services, building client rapport, and even originating client loans. Beginning as a Client Service Associate allows you to learn the basics about Independent Bank's culture, policies and procedures. From there, you will be equipped with all of the materials necessary to advance through the Career Path, at the rate that suits you, with the potential to earn more as you learn more! The following paragraphs explain the different levels of the Career Path, including the duties and responsibilities of each level. Client Service Associate 1 As a Client Service Associate (CSA), you are the face of the bank, providing incomparable service to our clients every day, every time. In this position, you will focus on learning and/or reviewing basic banking transactions, and the fundamental banking terms, products, and services offered by Independent Bank. This position is similar to a traditional "bank teller" role with self-guided growth opportunities. * Assist clients with transaction services and provide solutions in a friendly and efficient manner. * Deliver financial solutions to clients utilizing the Independent Bank products and services. * Gain an understanding of the basic framework of Independent Bank accounts. * Become skilled with regards to conducting different types of transactions for clients. * Utilize all available technology to perform daily tasks. Client Service Associate 2 As a Client Service Associate 2 (CSA2), you are the face of the bank, providing incomparable service to our clients every day, every time. In this position, you will continue to grow the knowledge, skills and abilities necessary to better service Independent Bank clients and offer appropriate products, services and solutions. This position is similar to a traditional "bank teller" role with self-guided growth opportunities. * Assist clients with transaction services and provide solutions in a friendly and efficient manner and with credibility. * Strengthen your understanding of the basic framework of Independent Bank business accounts. * Become proficient with regards to conducting different types of transactions for clients. * Demonstrate Independent Bank digital products and services fluently and possess the ability to assist clients with navigation. * Begin to recognize opportunities to deliver financial solutions, and meet client needs, with Independent Bank products and services. * Identify client referral opportunities to appropriate team members. * 1+ years of community banking experience. * Develop and maintain skills necessary to accurately and proficiently open new accounts and increase client relationships. * Ability to have meaningful financial conversations with clients during all interactions. * Maintain ongoing communication with clients following internal processes and procedures. * Capable of self-directed development of product knowledge with a continual focus on learning all aspects of product offerings. Client Service Specialist As a Client Service Specialist (CSS), you are responsible for keeping everything running smoothly behind the scenes, as well as making our clients feel welcomed, engaged, and significant. In this position, you will apply the knowledge, skills and abilities acquired from previous banking and customer service roles to better serve Independent Bank clients and offer appropriate products, services and solutions. This position is similar to the traditional "lead teller" or "personal banker" role with self-guided growth opportunities. * Assist clients with transaction services and provide solutions in a friendly and efficient manner. * Exemplify professional knowledge on the framework of Independent Bank business accounts. * Recognize opportunities to meet client needs with Independent Bank products and services, as well as offering appropriate solutions. * Identify client referral opportunities to appropriate team members. * Take consumer loan applications in response to client inquiries. * Responsible for advanced branch operations tasks such as, but not limited to, client service requests, vault, ATM duties, cash items, debit/credit card disputes, instant issue debit cards and wire transfers. * Demonstrate Independent Bank digital products and services fluently and possess the ability to assist clients with navigation. * Advanced proficiency with Independent Bank products and services. * Accountable for participating in IB Edge Sales Management routines such as roadmaps and check-ins. * 2+ years of community banking experience or high level customer service and cash handling experience. * Capability to develop and maintain skills necessary to accurately and proficiently open new accounts and increase client relationships. * Ability to have in-depth, proactive financial conversations with clients during all interactions, and follow through on the results of those conversations. * Maintain ongoing communication with clients following internal processes and procedures. * Capable of self-directed development of product knowledge with a continual focus on learning all aspects of product offerings. Client Service Expert As a Client Service Expert (CSE) you are responsible for keeping everything running smoothly behind the scenes, as well as making our clients feel welcomed, engaged, and significant. In this position, you will apply the knowledge, skills and abilities acquired in previous positions and will serve as a mentor and instructor for other team members in advancing their skills. This position is a step above a traditional, more experienced "lead teller" or "personal banker" role with self-guided growth opportunities. * Assist clients with transaction services and provide solutions in a friendly and efficient manner. * Exemplify professional knowledge on the framework of Independent Bank business accounts. * Demonstrated ability to make personal connections, engage and educate clients, ask open-ended questions, and listen in order to establish trust and build lasting relationships. * Take consumer loan applications in response to client inquiries, as well as originate and close consumer loans. * Responsible for advanced branch operations tasks such as, but not limited to, client service requests, vault, ATM duties, cash items, debit/credit card disputes, instant issue debit cards and wire transfers. * Demonstrate Independent Bank digital products and services fluently and possess the ability to assist clients with navigation. * Advanced proficiency with Independent Bank products and services. * Accountable for preparation of, and participation in, IB Edge Sales Management routines. * Possess the drive, initiative and knowledge to provide financial options for clients using a consultative approach. * Partner with specialists (Financial Advisors, Mortgage Originators, Commercial Lenders, etc.) to connect clients with experts who can assist with specialized needs. * 3+ years of community banking experience * NMLS registration under the SAFE Act of 2008. * Capability to develop and maintain skills necessary to accurately and proficiently open new accounts and increase client relationships. * Ability to have in-depth, proactive financial conversations with clients during all interactions, and follow through on the results of those conversations. * Maintain ongoing communication with clients following internal processes and procedures. * Capable of self-directed development of product knowledge with a continual focus on learning all aspects of product offerings. * Seek out leadership opportunities and develop skills necessary to be a successful leader such as coaching, having difficult conversations, community involvement and change management. Why You Should Apply: * Competitive hourly pay and great benefits. * Accommodating and flexible paid time off. * A knowledgeable, goal-driven, and exciting team of colleagues. * Numerous advancement opportunities with structured, personalized career paths and mentoring. * Exposure to different areas of banking and the ability to work with leaders within the industry. * Extensive training on all areas and aspects of the banking field to help you reach your highest potential. * Community-focused events and volunteer opportunities. What We're Looking For: * High school diploma or equivalent education is required. * Outstanding client service skills. * Cash handling experience is preferred, but it is not required as we provide ample training. * The ability to adapt and adjust to new ideas, processes, workflows, and systems. * Ability to thrive in a fast-paced and rapidly changing environment while maintaining a commitment to accuracy, timeliness, and client focus. * Excellent interpersonal, presentation, and communication skills. This includes verbal and non-verbal forms of communication, email and phone etiquette, and the ability to work cohesively as part of a team. * A strong desire to be a part of the Independent Bank family while contributing to our growth and success. This is an exciting step in a journey to creating a fulfilling and rewarding career at Independent Bank. We are excited to have you join our team!
    $39k-46k yearly est. 8d ago
  • Mortgage Loan Officer

    Independent Bank Corporation 4.3company rating

    Independent Bank Corporation Job In Ann Arbor, MI

    Be You. Be Independent! Are you an experienced Mortgage Loan Officer, with proven networking and relationship-building skills, looking to take the next step in your career? If so, we need you! At Independent Bank we celebrate your unique self and empower you to make a difference. Guided by our core values of courage, drive, integrity, people focus and teamwork, we provide a supportive environment where you can thrive, grow your career and contribute meaningfully to shaping the financial future of our customers and communities; inspiring financial independence today, with tomorrow in mind. About the Job: Join Independent Bank as a Mortgage Loan Officer! We're seeking motivated individuals with a proven track record of success to help our customers achieve their home ownership dreams. Reporting to the Area Mortgage Sales Manager, you'll originate various residential mortgage loans and participate in business development initiatives within your local community. Embrace our mission of inspiring financial independence today, with tomorrow in mind by becoming a key player in transforming how our customers finance their homes. Apply now to be part of our driven and innovative team! Why You Should Apply: * Competitive compensation package. * A knowledgeable, goal-driven, and exciting team of colleagues. * Exposure to different areas of banking and the ability to work with leaders within the industry. * Community-focused events and volunteer opportunities. What You Will Do: * Solicits residential mortgages through relationships built with realtors, builders, major employers, and community involvement. * Provides service to customers and prospective customers seeking residential mortgages. Such service includes but is not limited to: * Communicate and interview borrowers to determine the best programs available for the borrower's income, asset, and credit profile. * Assist borrowers with the application process utilizing Blend and Encompass. * Ensure necessary documentation is uploaded from the borrower to complete loan applications for submittal to underwriting. * Price and lock interest rates and monitor lock expiration dates. * Assist operations as needed during the process of the loan. * Make appropriate introductions to other departments in the bank to offer borrowers other bank products, if applicable. * Continually network to build relationships, attend functions, provide education and services to realtors, builders, and other partners in the community. * Performs other related duties as assigned. What We're Looking For: * High school diploma or equivalent education required. * Bachelor's degree or equivalent years of working experience preferred. * 3+ years of sales experience, originating real estate mortgage loans preferred. * Excellent interpersonal, presentation, and communication skills. * Proven networking and relationship-building skills. Be YOU. Be Independent!
    $39k-49k yearly est. 12d ago
  • Registered Nurse (RN), Intermediate Care

    Memorial Health 4.4company rating

    McLean, IL Job

    A Registered Nurse at Springfield Memorial Hospital means becoming a part of a Magnet hospital that raises the bar for excellence. The SMH environment expects high quality care for patients and RNs who want to advance learning to ensure they can be the best nurse possible. Quality nurses not only understand, but also exhibit, that "care starts with caring." Nursing is about caring for people. Above all else, working at Memorial means we expect you to exceed customer expectations. You can do this by treating each patient as if they are the only one you are caring for that day, being the calm voice for the family, finding the answers when you don't have one, and displaying compassion in all interactions. 3E Intermediate Care: Registered Nurse will provide care to neuro-medical-respiratory-surgical, post-trauma and sepsis patients, as well as borderline ICU patients. Every shift they will be responsible for providing monitoring, printing and interpreting strips. Care includes IMC Monitoring, ventilator care, EEG observation, off-site telemetry, acute stroke, complex surgeries and seizure disorders, as well as dressings, medication administration and monitoring with titratable meds and drainage tubes. Qualifications Licensure/Certification/Registry: Licensed as RN in State of Illinois. Current BLS/CPR certification per policy. Other Knowledge/Skills/Abilities: Must be able to position and/or transfer an average adult patient and possess gross coordination sufficient to perform other patient care duties as required. Must be able to withstand prolonged periods of standing. Must be able to perform difficult manipulative skills such as IV insertion and IM injections. Environmental working conditions include exposure to blood, bodily fluids and tissue, contagious diseases and/or radioactive or other potentially hazardous materials.
    $59k-76k yearly est. 54d ago
  • Quality Practice Advisor

    Meridian Illinois 4.6company rating

    Sorento, IL Job

    You could be the one who changes everything for our 28 million members. Centene is transforming the health of our communities, one person at a time. As a diversified, national organization, you'll have access to competitive benefits including a fresh perspective on workplace flexibility. Position Purpose: Establishes and fosters a healthy working relationship between large physician practices, IPAs and Centene. Educates providers and supports provider practice sites regarding the National Committee for Quality Assurance (NCQA) HEDIS measures and risk adjustment. Provides education for HEDIS measures, appropriate medical record documentation and appropriate coding. Assists in resolving deficiencies impacting plan compliance to meet State and Federal standards for HEDIS and documentation standards. Acts as a resource for the health plan peers on HEDIS measures, appropriate medical record documentation and appropriate coding. Supports the development and implementation of quality improvement interventions and audits in relation to plan providers. Delivers, advises and educates provider practices and IPAs in appropriate HEDIS measures, medical record documentation guidelines and HEDIS ICD-9/10 CPT coding in accordance with state, federal, and NCQA requirements. Collects, summarizes, trends, and delivers provider quality and risk adjustment performance data to identify and strategize/coach on opportunities for provider improvement and gap closure. Collaborates with Provider Relations and other provider facing teams to improve provider performance in areas of Quality, Risk Adjustment and Operations (claims and encounters). Identifies specific practice needs where Centene can provide support. Develops, enhances and maintains provider clinical relationship across product lines. Maintains Quality KPI and maintains good standing with HEDIS Abstraction accuracy rates as per corporate standards. Ability to travel up to 75% of time to provider offices. Performs other duties as assigned Complies with all policies and standards This is HYBRID, provider facing position. Candidates must reside in Madison, Sangamon, St. Clair, Macoupin, or Jersey counties. Education/Experience: Bachelor's Degree or equivalent required 3+ years in HEDIS record collection and risk adjustment (coding) required One of the following required: CCS, LPN, LCSW, LMHC, LMSW, LMFT, LVN, RN, APRN, HCQM, CHP, CPHQ, CPC, CBCS required For IL Health Plan only: Must reside in IL or within a reasonable driving distance to assigned providers. Pay Range: $26.50 - $47.59 per hour Centene offers a comprehensive benefits package including: competitive pay, health insurance, 401K and stock purchase plans, tuition reimbursement, paid time off plus holidays, and a flexible approach to work with remote, hybrid, field or office work schedules. Actual pay will be adjusted based on an individual's skills, experience, education, and other job-related factors permitted by law. Total compensation may also include additional forms of incentives. Centene is an equal opportunity employer that is committed to diversity, and values the ways in which we are different. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or other characteristic protected by applicable law. Qualified applicants with arrest or conviction records will be considered in accordance with the LA County Ordinance and the California Fair Chance Act
    $26.5-47.6 hourly 6d ago
  • Treasury Manager

    Planet Home Lending, LLC 4.3company rating

    Columbia, MD Job

    The Treasury Manager is responsible for the daily management and oversight of the company's liquidity, debt reporting, and compliance with corporate debt facilities. Additionally, the role is responsible for monthly reporting related to such debt facilities and determining financing strategy with management. Essential Duties and Responsibilities Manages and guides the activities of the Treasury Department, which includes liquidity management, daily cash movements, corporate borrowings and paydowns, and forecasting liquidity. Responsible for ensuring the accuracy and approval of bank transactions. Oversee the maintenance of the Kyriba Treasury Workstation, while seeking opportunities for further automation of banking processes and efficiencies of existing internal operations. Review the monthly debt covenant compliance and debt reporting obligations. Ensures compliance with internal controls regarding cash movement and corporate borrowings. Monitor and oversee existing bank account services, identifying cost saving opportunities from partner Financial Institutions. Recommend banking products and services, as appropriate. Administers staff education including cross-training, company updates, and process improvements. Assists CFO, Treasurer, and Treasury Director with special projects and performs other duties as assigned. Position Requirements Education Bachelor's degree in Accounting or Finance required Experience Minimum of five (5) years of experience in treasury or finance activities, including at least two (2) years supervisory experience required. Mortgage industry experience strongly preferred. Kyriba Treasury Workstation experience preferred. Functional/Technical Skills Thorough knowledge and experience with management of debt facilities, including compliance with legal obligations of corporate debt financing Thorough knowledge and experience with cash management Proven Supervisory Experience Experience with Microsoft Office-all applications Strong leadership skills Analytical and problem-solving abilities Ability to work and interact with third party lending partners Solid written and verbal communication skills Benefits Our benefits package includes 3 comprehensive Cigna or Kaiser medical plans, dental, and vision insurance. We provide short term and long-term disability insurance, basic life insurance, 401(k), and 10 employer paid holidays. In addition, we offer supplemental benefits to include life insurance, critical illness and accident plans. Environmental/Physical Demands Work is typically performed in a standard office environment. 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. While performing the duties of this job, the employee is regularly required to sustain predictable work attendance, communicate with others, frequently required to stand, walk, sit, and use arms, hands and fingers to reach, handle or touch. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, and ability to adjust focus. Pursuant to the Americans with Disabilities Act, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This job description is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities that are required of an employee. The Company reserves the right to amend or modify this document at any time and without notice.
    $97k-128k yearly est. 2d ago
  • Investment Banking Analyst/Associate | Energy Transition

    Jefferies 4.8company rating

    New York, NY Job

    Jefferies, the global investment banking firm, has served companies and investors for over 60 years. Headquartered in New York, with offices in over 30 cities around the world, the firm provides clients with capital markets and financial advisory services, institutional brokerage and securities research, as well as wealth and asset management. The firm provides a full range of investment banking services including underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services across the Americas, Europe and Asia. Jefferies is a wholly-owned subsidiary of Jefferies Financial Group (NYSE: JEF), a diversified holding company. Group Description: The Jefferies Energy Transition team, based in Houston and New York, is one of the largest investment banking teams on Wall Street dedicated to advising companies in the Renewable Energy, Electric Vehicle, Low Carbon Fuels, Decarbonization and Sustainability sectors. We have advised clients on more than 100 M&A and capital raising transactions over the past five years, including three of the five largest cleantech IPOs, four of the ten largest acquisitions of renewable energy developers, two of the three largest PIPEs into renewable energy companies, the largest sale of environmental credits, the largest sale of a sustainability-as-a-service company and the largest sale of an EV charging equipment company in history. Position: The Energy Transition Team is actively looking for Analysts/Associates to join our New York office. Primary Responsibilities: Preparing and participating in the delivery of client presentations. Compiling a variety of financial analyses such as valuation, ECM scenarios, and three statement operational models. Analyzing business plans and participating in due diligence sessions. Drafting private and public marketing materials such as offering memoranda, confidential information memoranda, and S-1s. Participating actively in drafting sessions. These responsibilities afford direct and active interaction with the senior executive management teams of our clients as well as senior bankers at Jefferies. Associates in the Energy Transition team are expected to attend and participate in client meetings and contribute to building and maintaining client relationships. Requirements: Bachelor's degree from an accredited college or university AND 1-4 years of Investment Banking (or similar) experience OR an MBA with 1+ years of Investment Banking (or similar) covering the Energy Transition sector Proficient in financial modeling and detailed company summary report preparation Resourceful self-starter; able to work autonomously. Demonstrated team player and leader with a strong work ethic. Strong technical, written and verbal communication skills. Strong valuation skills and significant valuation experience. Ability to manage a variety of transactions and projects simultaneously. The class of 2025 or later are not eligible The salary offered will take into consideration an individual's experience level and qualifications. In addition to salary, Jefferies offers, for eligible employees, an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (vacation), unplanned time off (sick leave), and paid holidays and paid parental leave. At Jefferies, we believe that diversity fosters creativity, innovation and thought leadership through the infusion of new ideas and perspectives. We have made a commitment to building a culture that provides opportunities for all employees regardless of our differences, and supporting a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients. Jefferies is an equal employment opportunity workplace. We practice equal opportunity for all, regardless of race, religion, ancestry, color, gender, pregnancy, age, physical or mental disability or medical condition, national origin, marital status, sexual orientation, gender identity or expression, covered veteran or military status, genetic information, reproductive health decisions, or any other factor protected by law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. In accordance with applicable law, we are dedicated to finding reasonable accommodations for candidates and employees' religious practices and beliefs, as well as any mental health or physical disability needs. Please inform your recruiter should you require accommodations throughout your application process. All employees must follow Jefferies' COVID-19 protocol policy, which is subject to change.
    $74k-102k yearly est. 5d ago

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