13 jobs found

Closer Capital helps business owners secure the funding they need to grow-lines of credit, SBA loans, equipment financing, real estate investment loans, and more. We're looking for driven B2B sales professionals who want to make money, live with discipline, and become better people in the process. What We Offer: Access to top lenders & training from industry leaders Strong commission structure (no caps) Remote flexibility with full CRM & lead systems Supportive team culture built on RISE: Responsibility, Integrity, Service, Excellenc

Position Title: Human Resources Specialist Job Location: Bennington, VT Education Level High School Salary Range: $50814.40 - $57179.20 Salary/year Job Shift: Day Job Category: Non-Credentialed Position Description: Why join UCS? Since 1958, United Counseling Service (UCS) has been dedicated to providing exceptional care and support to individuals and families in our community. Through a wide range of programs, services, and educational opportunities, we strive to meet the diverse needs of those we serve. Our team includes professionals from various fields, including administration, clinical services, nursing, education, case management, psychiatry, and direct support, working across 17 facilities throughout Bennington County. As a proud affiliate of Vermont Care Partners a statewide network of 16 non-profit community-based agencies we deliver comprehensive mental health, substance use, and intellectual and developmental services across Vermont. We are currently seeking compassionate, motivated team players to join us in making a positive impact and building a stronger community. UCS Offers Generous Benefits Competitive pay Generous paid time off Medical, dental, and vision insurance Retirement plan with employer match Employer paid life insurance Employer paid short term and long-term disability insurance Employee Assistance Program Career development opportunities Free clinical supervision towards licensure Loan repayment and tuition assistance program Award winning worksite wellness program An inclusive workplace supported by an active Diversity, Equity, Inclusion, and Belonging committee. Rewarding experience making a difference in the community. We believe a dynamic and inclusive workforce will strengthen our organization and enhance the services we provide. Therefore, it is our goal to hire a diverse workforce and cultivate a culture where our employees feel accepted and included, hold a valued place within our organization and are equally able to contribute to their fullest extent, assisting in fulfilling our mission of building a stronger community. Why is UCS a great place to work? Qualifications: The Human Resources Specialist performs varied duties to enhance departmental efficiency, while providing services to agency employees and managers. MAJOR RESPONSIBILITIES: DELIVERY OF HUMAN RESOURCE PRODUCTS: Serves as subject matter expert to employees in the delivery of UCS human resources supports and services. Employs standard operating policies and procedures when delivering HR services and responding to customer inquiries including those from job applicants, employees, and agency leadership. Ensures equity, compliance, and ethical HR business practices in the performance of duties. Partners with leadership staff throughout the agency on strategic HR interventions. Serves as mentor through regular work activity for the HR Generalist. Applies experience and expertise to research solutions and applies compliance knowledge for risk management. Identifies and reports trends. Provides deliverables with high attention to accuracy, timeliness, and broad thought. EMPLOYEE RELATIONS: Fosters a culture that supports positive inter-departmental relationships. Is proactive in recommending changes in protocols or structures that support communication, problem solving, and engagement. Identifies engagement trends and/or management training gaps. Interprets agency policies, seeking guidance from the Director of Human Resources as needed or when there is serious risk or emergent concern. Implements and teaches managers the practical application of new employment laws, serving as staff consultant as needed. May participate in, and/or lead interagency workgroups that promote employee recruitment, retention, and/or development as assigned. Assists in the facilitation and planning of events and celebrations that promote engagement including the annual staff luncheon, staff and family picnic, staff appreciation week, year-end party and other milestone celebrations. ONBOARDING: Facilitates a benefits presentation during new staff orientation for all personnel in cooperation and coordination with HR Generalist and Recruiter. Ensures that all initial training requirements are satisfied and in accordance with agency onboarding and orientation policy. Ensures an effective and welcoming greeting to the newly hired employee. Work collaboratively with managers to create and facilitate tools to support their teaching methods and to improve learning outcomes during the onboarding phase. Collaborate with the HR Generalist to ensure the accuracy and effectiveness of onboarding and orientation materials. WORKFORCE DEVELOPMENT AND TRAINING: Promotes an environment that strategically supports UCS as a Center of Excellence where UCS is a great place to work and great place to get care . Participates in establishing, facilitating, and continually improving ongoing management training. Reviews data sets to strategically address gaps in employee talent and/or engagement. Interpret turnover data at all levels within the organization and collaborate with senior leaders on solutions, extracting data as requested. Respond to emergent needs. Provides administrative support for Relias Learning System, training activities and initiatives, including scheduling and assignment of training, attendance tracking, related invoicing, and coordination with in-house trainers. Provides troubleshooting within the Relias Learning system. Fields day-to-day training inquiries and pulls training reports as needed. Offer staff development solutions. Work in collaboration with the Director of Facilities to address training and development needs regarding safety and well-being. May lead or participate in agency committees that promote workforce development and training. COMPENSATION AND BENEFIT ADMINISTRATION: Works in cooperation with the Director of HR to carry out senior level administration of employee compensation and benefits plans in accordance with the legal Plan documents, agency philosophy, policies and procedures, and related laws. Serves as primary liaison with insurance brokers and benefits plan contractors for the purpose of administration, trouble-shooting, and Open Enrollment. Collaborate with Director of HR on contract renewals. Researches and/or resolves complex benefits matters, inclusive of consultation with third-party administrators, consultants, as well as with legal counsel as directed. Approves and monitors 403(B) Plan transactions, provides senior level oversight of FMLA and other leave of absence requests, short and long-term disability, workers compensation, and Affordable Care Act compliance. Completes regulatory reporting requirements. Enlists the administrative support of the HR Generalist in the deployment of benefits. Ensures that benefits materials are up-to-date and accessible to employees at all times. Ensure best practice for the communication and education of employees regarding benefits. Ensures the protection of Personally Identifiable Information and employee privacy in all modes of business communication and/or record keeping; including PHI where applicable. Provides upkeep of written procedures regarding benefits, HRIS, and training, offering assistance/guidance in modifications as warranted. PERSONNEL RECORDS: Leads the oversight of the electronic HR Information System (HRIS). Responsible for the processing of personnel records and compliance with all legal requirements related to hiring and terminations and division procedures relative to handling confidential personnel records. Complete onboarding functions in HRIS for all newly hired staff. Review and/or enter employee action forms for new employees and promotions/transfers in the HRIS. Develop expert knowledge of HRIS systems capabilities. Identify areas of opportunity to improve existing HRIS processes, functionality, and workflow. Create reports as needed. Create process documentation, reference guides, and training materials regarding the HRIS, as necessary. Develop and conduct audits to support data integrity within the HRIS. Oversees compliance with agency s Policy and Procedures and the HR Operations Manual, regarding upkeep and oversight of the Personnel Record, in particular laws pertaining to mandated HR documentation and related retention such as EEO, I-9, and OSHA documentation. HUMAN RESOURCE COMPLIANCE: Maintain the HR Operations Manual and HR project calendar, ensuring timely completion of mandated and internal compliance controls, and special or recurring projects and HR activities. Complete EEO, OSHA, ACA and other reporting requirements. Participate in the annual 403(B) audit process and ensure the accurate and timely information needed for the 403(B) and Health & Welfare 5500 and benefits discrimination testing process completed by third-party administrators (TPA s). Respond to data requests from state entities and Vermont Care Partners. SPECIAL PROJECTS: Completes special projects as assigned. REQUIRED QUALIFICATIONS A high school diploma or equivalent plus 6 years of work experience in human resources, business, or a related field OR an Associate s degree in human resources, business, or a related field plus 4 years of work experience OR a Bachelor s degree in human resources, business, or a related field plus 2 years of work experience. Bachelor s degree preferred. A PHR or SHRM-CP certification preferred. . click apply for full job details

Civista Bank Description: Position Purpose: The Senior Mortgage Lender originates first mortgage loans, promotes the Bank and its lending services to the real estate community referral partners, and helps to identify and serve the community's financial needs. Demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders to make a difference in the communities that we serve. Key Accountabilities, Responsibilities, and Expectations: Travel to solicit first mortgage and home equity loans through referral partners such as realtor, builders, financial planner, insurance agents and attorneys, as well as through community activities and organizations. Meet with customers and prospective customers at various locations. Complete each loan application and all pre-processing functions to include but not limited to obtaining all necessary documentation from prospective clients as determined by bank policy and underwriting guidelines. Inform prospective clients of the bank's underwriting guidelines and applicable government regulations. Screen loan requests based on bank policies and on types of loans offered by the institution. Propose and review various loan options with prospective clients. Research new legislation and regulations that may affect the Bank's residential lending policies. Ensures compliance with new rules by advising senior management and implementing appropriate changes. Answer incoming phone calls and schedule appointments. Communicate complex approvals or denials to the borrower, real estate agent or builder. Distributes market data, rate flyers and general loan information to the real estate community as directed by bank management. Promotes and participates in the bank's special credit programs and other CRA programs. Actively participates in local business and community activities and maintains close contact with local builders, real estate brokers and agents, customers, and prospects. All other duties as assigned and any activities that support the key accountabilities. Requirements: Qualifications, Knowledge and Skills: Five + years Mortgage Lending experience in a financial institution or loan office setting. Bachelor's Degree in Business or Finance or three years equivalent work experience. Above average knowledge of banking industry practices, policies, regulations, and laws as it pertains to the mortgage lending area. Solid working knowledge of bank compliance requirements, as well as knowledge and adherence to Fair Lending laws and regulations. Solid computer literacy (Word, Excel) with accurate data entry skills; proficient knowledge of working with spreadsheet and creating formulas. Ability to become proficient in use of specific software required for position. A high level of initiative, thoroughness, accuracy and organizational skills required. Detail oriented with strong analytical skills. High level of confidentiality required. Solid oral and written communication skills. Ability to manage multiple priorities/projects with varied deadlines. Job Requirements: This position requires the Senior Mortgage Lender to be customarily and regularly engaged away from Civista Bank in order to obtain sales. Work involves eye strain due to the frequent use of computer screens, reading of reports, completing documents, and so forth. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. Work involves lifting and moving loan files of up to 15 lbs. Work involves some travel to attend meetings, trainings, real estate office visits, and so forth. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position.Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time. PIcdc5866bcee3-6551

Civista Bank Description: Position Purpose: The Senior Mortgage Lender originates first mortgage loans, promotes the Bank and its lending services to the real estate community referral partners, and helps to identify and serve the community's financial needs. Demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders to make a difference in the communities that we serve. Key Accountabilities, Responsibilities, and Expectations: Travel to solicit first mortgage and home equity loans through referral partners such as realtor, builders, financial planner, insurance agents and attorneys, as well as through community activities and organizations. Meet with customers and prospective customers at various locations. Complete each loan application and all pre-processing functions to include but not limited to obtaining all necessary documentation from prospective clients as determined by bank policy and underwriting guidelines. Inform prospective clients of the bank's underwriting guidelines and applicable government regulations. Screen loan requests based on bank policies and on types of loans offered by the institution. Propose and review various loan options with prospective clients. Research new legislation and regulations that may affect the Bank's residential lending policies. Ensures compliance with new rules by advising senior management and implementing appropriate changes. Answer incoming phone calls and schedule appointments. Communicate complex approvals or denials to the borrower, real estate agent or builder. Distributes market data, rate flyers and general loan information to the real estate community as directed by bank management. Promotes and participates in the bank's special credit programs and other CRA programs. Actively participates in local business and community activities and maintains close contact with local builders, real estate brokers and agents, customers, and prospects. All other duties as assigned and any activities that support the key accountabilities. Requirements: Qualifications, Knowledge and Skills: Five + years Mortgage Lending experience in a financial institution or loan office setting. Bachelor's Degree in Business or Finance or three years equivalent work experience. Above average knowledge of banking industry practices, policies, regulations, and laws as it pertains to the mortgage lending area. Solid working knowledge of bank compliance requirements, as well as knowledge and adherence to Fair Lending laws and regulations. Solid computer literacy (Word, Excel) with accurate data entry skills; proficient knowledge of working with spreadsheet and creating formulas. Ability to become proficient in use of specific software required for position. A high level of initiative, thoroughness, accuracy and organizational skills required. Detail oriented with strong analytical skills. High level of confidentiality required. Solid oral and written communication skills. Ability to manage multiple priorities/projects with varied deadlines. Job Requirements: This position requires the Senior Mortgage Lender to be customarily and regularly engaged away from Civista Bank in order to obtain sales. Work involves eye strain due to the frequent use of computer screens, reading of reports, completing documents, and so forth. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. Work involves lifting and moving loan files of up to 15 lbs. Work involves some travel to attend meetings, trainings, real estate office visits, and so forth. EEO - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position.Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time. PIbd6e7c410eec-4564

Relationship Banker II Relationship Banker II DEPARTMENT: Deposit Administration-Retail Department REPORTS TO: Assistant Banking Center Manager/Banking Center Manager SUPERVISES: None FLSA: Non - Exempt STATUS: Full Time EEO Classification: 5 Administrative Support Workers JOB GRADE: G HOURS: Regular full-time 40 hours. Saturday rotation required. SUMMARY: This position provides basic cash receipt and payment services to customers in accordance with financial institution procedures. Meets the needs of customers by becoming familiar with all bank products and services, in order to refer them to appropriate departments for assistance and additional sales opportunities. Consistent in providing courteous, professional, accurate, timely, and knowledgeable service to the customer. Must have the ability to perform vault functions and the ability to open new personal accounts. Responsible for the development of new business relationships and maintaining existing relationships. Answers questions on all services the financial institution provides and recognizes selling and referral opportunities. Operates a cash drawer daily. EDUCATION & EXPERIENCE: High school diploma or equivalent. Associates in business or related field preferred Attend and complete Field & Main University courses Prior banking experience Minimum of six months (6) experience in cash handling/teller experience Good understanding of financial products and services Complete new account training Excellent sales, interpersonal, communication and organization skills Above average computer and keyboard skills ESSENTIAL DUTIES & RESPONSIBILITIES: Performs all teller functions as a Relationship Banker I. Prioritizes and makes on-the-spot decisions regarding customer transactions, weighing customer satisfaction issues with bank's exposure to loss or fraud. Answers basic customer inquiries regarding interest rates, service charges, and account histories, while complying with disclosure requirements, regulations, and consumer privacy policies. Knowledgeable in products and services offered by the bank (Retail, Loan, Trust, Insurance) in order to refer customers to the proper department for issues that cannot be resolved in retail. Identifies and attempts to correct any discrepancies found in customer information files (CIF). Assists in opening and closing of vault and night depository. Balances cash drawer daily. Balances TCR daily. Researches any outages and reports any unresolved discrepancies to supervisor. Knowledgeable in various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Bliley Act, Regulation E, and teller roles and responsibilities relating to each act. Opens and closes the bank by following established security procedures. Proficient in the bank's software used to print instant issue debit cards. Interacts with consumers using the chat feature, answering questions and providing solutions in a professional manner. Provides a complete range of customer service functions, including opening new accounts; checking, savings, and certificate of deposits. Explains available products and services and collect customer information to satisfy the Customer Information Program (CIP). Proactively prospects for new business. Actively refers loan, trust, insurance, and brokerage services to appropriate financial institution specialists. Participates in sales, service, and product training meetings. Proficient with vault responsibilities for the banking center. Follows policies and procedures related to retail areas. Lives and represents the Field & Main culture and brand. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Other duties as assigned. COMPETENCIES: To be successful in this position, an individual should possess and demonstrate the following competencies to perform the essential functions of this position. Computer Skills - Strong working knowledge of computer functions. Proficient in keyboarding. Ability to learn new technical skills and commitment to pursing continuing education opportunities to advance technical skills. Initiative - Ability to determine a correct course of action based on knowledge, policies, and sound judgment. Takes proactive steps to accomplish tasks without specific direction. Seeks out and takes responsibility for additional work assessments. Seeks out new learning opportunities. Keeps supervisor informed on status of incomplete tasks. Ability to consistently make correct decisions based on sound judgment, job knowledge, job experience, and job training. Willingness to take responsibility for decisions. Keeps supervisor informed of decision and reason and base for the decision. Follow-Up - Completes assignments and tasks willingly, promptly, and efficiently. Responds with a sense of urgency to requests from customers, co-workers, and /or supervisor. Keeps supervisor informed of status of completed tasks. Communication Skills - Relates positively to customers, co-workers, and supervisors. Consistently keeps supervisor informed. Consistently demonstrates appropriate use language expected in a professional work environment. Considerate and respectful of customers, co-workers, and supervisors by tone, volume, and mannerism used in communicating. Expresses thoughts clearly and proficiently in written and oral form. Maintains confidentially in all bank and customer related manners. Interpersonal Relationship Skills -Works well with co-workers, conveying thoughts and actions in a positive manner. Supports, accepts, and understands management and company directives and works to help achieve individual, departmental, and company objectives and goals with positive behavior. Consistently displays a willingness to cooperate. Receptive to suggestions for improvement. Strong sense of business propriety and decorum. Interacts and communicates with individuals at all levels of the organization. Dependable, consistently at work and on time, follows instructions, responds to management directions, and solicits feedback to improve performance. Time Management - Ability to consistently display a sense of urgency in completing tasks and servicing customer's needs. Ability to maintain accuracy and quality of work as quantity of work increases. Individual organizes, prioritizes, and plans work activities and use of time efficiently. Effectively prioritizes duties and develops a system that triggers action in own workflow. Possess ability to realize urgent nature of tasks assigned. Effectively uses the proper resources to maintain an organized, neat, and efficient work environment necessary for completion of duties in a timely manner. Demonstrates accuracy and thoroughness and monitors own work to ensure quality and quantity of work. Takes time to verify work and promptly correct errors. Maintains all the required and appropriate records necessary in the job. Adherence to Policies & Procedures - Understands the importance of adherence to bank policies in job related functions, employee, and banking issues. Maintains confidentiality of employee, customer, and bank information within and outside of the company. Actions and behaviors reflect positively on the company. Maintains highest level of honesty in handling customer, employee, and bank information. ADA REQUIREMENTS: Work is performed in an open office setting; one must be able to concentrate and perform work in an area that will likely result in the interruptions of one's duties. Ability to stand for long periods of time. May be required to lift items weighing up to 25-70 lbs. This job description may not be all-inclusive. Employees are expected to perform other duties as assigned or directed by management. Job descriptions and duties may be modified when deemed appropriate by management. REV. 03/02/2023 TV EOE/ Minorities/Women/Vets/Disabled PIee47b5-

Are you a highly motivated and experienced escrow officer with strong attention to detail and exemplary organization skills? If so, we are looking for you! Youll ensure that escrow instructions are followed and lender requirements are met until closing documents are created in time for disbursing. If you are looking for an excellent closing position where you will contribute to a fun and fast-paced work environment, please start your application today!Compensation: $50,000 - $70,000 yearly Responsibilities: Prepare and send out closing packages to buyers, sellers, brokers, attorneys, and lenders Conduct professional interaction and coordinate with industry contacts such as loan officers, underwriters, realtors, brokers, buyers, and sellers Help coordinate the title policy with the title examiner Disburse escrow funds accurately and complete administrative tasks such as reporting Monitor progress in compliance with all terms and conditions of purchase contracts Open, process, and close escrow transactions in compliance with state and federal laws Prepare and review escrow instructions and closing documents Balance final figures with title companies, lenders, HUD, etc. Coordinate with all parties (buyers, sellers, agents, lenders) to gather necessary documentation Disburse funds according to instructions and escrow agreements Ensure timely and accurate recording of documents with the appropriate county offices Resolve title issues, escrow demands, and any discrepancies that may arise Maintain accurate and complete transaction records Provide exceptional customer service and timely communication throughout the process Qualifications: Strong written and verbal communications skills are a must Solid knowledge of title insurance, regulatory guidelines, the escrow process, legal documents, and real estate property law Minimum 3+ years of experience working with real estate closing: residential sales, refinance, commercial sales, REO and short sale escrow Proficient working with escrow / title software College degree or equivalent work experience preferred high school diploma required High attention to detail and ability to multitask in a fast-paced environment State licensing or certification (as required by jurisdiction) About Company Sonic Title is a full-service title agency dedicated to providing efficient and reliable real estate closings. We focus on accuracy, transparency, and timely execution, ensuring a smooth process for buyers, sellers, agents, and lenders. Our team is experienced in handling a wide range of transactions, from residential purchases and refinances to more complex real estate deals. We prioritize clear communication, attention to detail, and proactive problem-solving to keep closings on track. At Sonic Title, we value professionalism and expertise. We are looking for experienced professionals who take pride in their work and are committed to delivering a seamless closing experience. Compensation details: 0 Yearly Salary PIbcdc101c2-

Working at Kirtland CU is more than a job-it's a career, and one in the financial world! We pride ourselves on helping our employees learn, grow, and advance in any direction they choose. We offer a highly competitive salary, great benefits package and an energetic, vibrant work environment. We are currently seeking a Wealth Management Advisor to join Kirtland Financial Services! This is a regular, full-time, 100% On-Site position. Join the rest of our teammates and become eligible for a generous benefits package that we offer: • Medical, Dental and Vision Insurance • 401(k) Retirement savings program that includes employer match. • Paid time off with accrual starting from day one. • 11 Paid holidays off during the year! • Tuition Reimbursement for College Degrees • Employee Clothing Advance • Fitness Reimbursement Program • Employee Assistance Program • Short- and Long-Term Disability • Travel Assistance This is what we would like you to do: Serve the financial needs of KCU members utilizing a Total-Needs based selling approach. Help members identify their financial goals and objectives from a comprehensive financial analysis and identify appropriate insurance, securities, loans, deposit, and convenience products that meet the member's goals and objectives. Supports the Credit Union's mission, vision, strategic goals, quality objectives and service standards. Support and provide exceptional internal and external member service at all times. Primary Job Duties: • Assumes responsibility for the effective and professional performance of financial planning, investment/insurance functions, and marketing efforts. • Establish member relationships with continuous periodic reviews and by following account opening procedures. • Implement phases of the Marketing Plan, including the preparation and presentation of seminars for members and prospective members and outbound calls to existing and prospective members, to consistently generate member appointments to help meet or exceed annual goals. • Assumes responsibility for the accurate and efficient performance of department administrative functions. • Promote continual quality improvement; ensure all department policies are effective and responsive to member needs. • Wealth management services are efficiently and effectively provided in accordance with established Credit Union policies and standards and with applicable laws and regulations. Education/Certification: • Four-year college degree is preferred. Business or Insurance degree preferred. • Life/Health Insurance License required. • FINRA Registration: Series 7, Series 63 and Series 65, or Series 66 required. • LUTCF, CLU, ChFC, CRPC or CFP preferred or working towards the completion of one of these programs. Experience Required: • Two plus years of full-time successful financial services sales experience. • Minimum commission income history between $25,000 and $40,000 annually over the last 3 years. Required knowledge, skills and abilities: • Knowledge of Financial Planning principles, retirement accounts, and brokerage operations preferred. • Moderate knowledge of investment/insurance products that include: Mutual Funds, ETFs, Advisory Accounts, General Brokerage, Annuities and Life Insurance preferred. • Commitment to Total Needs Based Sales approach. • Available for all KCU operating hours. • Strong interpersonal skills with the ability to form and maintain positive relationships with employees, members, and insurance/investment companies . • Maintain professional appearance and conduct • Ability to work in a team environment as well as independently • Multi-task oriented • Good phone skills/etiquette • Excellent organizational skills and attention to detail • Strong communication skills both written and verbal. • Demonstrated talent in implementing quality principles. • Problem solving ability of high difficulty • Moderate to high level of skills in the use of the MS Office Suite. • Must have thorough knowledge of securities and insurance regulations. To apply for this exciting opportunity, visit our careers page at Kirtland Credit Union is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. PIa187af661d2e-9727

Established in 1926, Family Service League is a social services agency who provides comprehensive services to individuals, children, and families to improve the quality of their lives at home, in the workplace, and in the community. With more than 60 social service and mental health programs in over 20 locations, Family Service League is committed to serving Long Islands most vulnerable citizens. SCHEDULE: Tuesday - Saturday 9am-5pm $3,000 Sign-On Bonus! We offer a generous benefits package including the following: Health and Dental Insurance Vision Insurance Flexible Spending Account (FSA) Retirement Savings Plan with a 5% employer contribution Life and AD&D Insurance Generous PTO (paid time off) Up to 11 paid Holidays Paid Sick Leave Student Tuition Remission Program Employee Assistance Program (EAP) Company paid Short-Term and Long-Term Disability May be eligible for Public Service Loan Forgiveness (PSLF) Employee Discounts and more! $3,000 Sign-On Bonus! SUMMARY Family Service League is seeking a full-time Housing Specialist for our homeless shelter in Brentwood. The Housing Specialist is responsible for assisting homeless families in obtaining permanent housing. The Housing Specialist will be experienced with the housing process, is familiar with housing resources, is able to form relationships with landlords and brokers, inspect apartments, accompany clients to apartment viewings, and collaborate with the Department of Social Services (DSS) to link apartments and utilize rental subsidy programs. RESPONSIBILITIES The Housing Specialist will conduct a comprehensive intake of each client within 5 business days of client arrival. Develop individualized housing plan for each client. Instruct client on required housing log procedure. Provide client with additional information, assist in the collection of necessary documentation, and build communication skills required to secure and maintain permanent housing. Assist clients in the completion of all housing program applications and ensure the applications are submitted to housing programs in a timely manner. The Housing Specialist will remain current on potential housing availability. Collect required client housing logs weekly. Complete monthly DSS housing logs cover sheet for each client. The Housing Specialist will have a face-to-face meeting with each client semi-monthly. The Housing Specialist will document all contact with and on behalf of the client in a progress note. Connect with community realtors and housing agencies to develop new housing resources. Escort clients to view apartments and other appointments as needed. Arrange for the timely completion of housing inspections. Assist clients in moving into permanent housing e.g. attend lease signing, ensure utilities are turned on, and coordinate transportation and moving. Participate in team meetings, case conferences, department meetings, weekly individual supervisory sessions, and staff training. All other duties as assigned. QUALIFICATIONS Associate's degree required. Bachelor's degree in human services or a related field preferred. Minimum of 1-2 years of experience in human services required. Knowledge of homeless population and DSS policies and regulations. Excellent interpersonal and verbal and written communication skills required. Proficient computer skills, including Microsoft Office required. Excellent written and verbal communication skills. Bilingual in Spanish is preferred. Valid and clean NYS Drivers License required. $3,000 Sign-On Bonus! Compensation details: 0 Yearly Salary PI109d3f2-

Are you a highly motivated and experienced escrow officer with strong attention to detail and exemplary organization skills? If so, we are looking for you! You'll ensure that escrow instructions are followed and lender requirements are met until closing documents are created in time for disbursing. If you are looking for an excellent closing position where you will contribute to a fun and fast-paced work environment, please start your application today!Compensation: $50,000 - $70,000 yearly Responsibilities: Prepare and send out closing packages to buyers, sellers, brokers, attorneys, and lenders Conduct professional interaction and coordinate with industry contacts such as loan officers, underwriters, realtors, brokers, buyers, and sellers Help coordinate the title policy with the title examiner Disburse escrow funds accurately and complete administrative tasks such as reporting Monitor progress in compliance with all terms and conditions of purchase contracts Open, process, and close escrow transactions in compliance with state and federal laws Prepare and review escrow instructions and closing documents Balance final figures with title companies, lenders, HUD, etc. Coordinate with all parties (buyers, sellers, agents, lenders) to gather necessary documentation Disburse funds according to instructions and escrow agreements Ensure timely and accurate recording of documents with the appropriate county offices Resolve title issues, escrow demands, and any discrepancies that may arise Maintain accurate and complete transaction records Provide exceptional customer service and timely communication throughout the process Qualifications: Strong written and verbal communications skills are a must Solid knowledge of title insurance, regulatory guidelines, the escrow process, legal documents, and real estate property law Minimum 3+ years of experience working with real estate closing: residential sales, refinance, commercial sales, REO and short sale escrow Proficient working with escrow / title software College degree or equivalent work experience preferred - high school diploma required High attention to detail and ability to multitask in a fast-paced environment State licensing or certification (as required by jurisdiction) About Company Sonic Title is a full-service title agency dedicated to providing efficient and reliable real estate closings. We focus on accuracy, transparency, and timely execution, ensuring a smooth process for buyers, sellers, agents, and lenders. Our team is experienced in handling a wide range of transactions, from residential purchases and refinances to more complex real estate deals. We prioritize clear communication, attention to detail, and proactive problem-solving to keep closings on track. At Sonic Title, we value professionalism and expertise. We are looking for experienced professionals who take pride in their work and are committed to delivering a seamless closing experience. Compensation details: 0 Yearly Salary PIe8c8e2f5-

Established in 1926, Family Service League is a social services agency who provides comprehensive services to individuals, children, and families to improve the quality of their lives at home, in the workplace, and in the community. With more than 60 social service and mental health programs in over 20 locations, Family Service League is committed to serving Long Island's most vulnerable citizens. SCHEDULE: Tuesday - Saturday 9am-5pm $3,000 Sign-On Bonus! We offer a generous benefits package including the following: Health and Dental Insurance Vision Insurance Flexible Spending Account (FSA) Retirement Savings Plan with a 5% employer contribution Life and AD&D Insurance Generous PTO (paid time off) Up to 11 paid Holidays Paid Sick Leave Student Tuition Remission Program Employee Assistance Program (EAP) Company paid Short-Term and Long-Term Disability May be eligible for Public Service Loan Forgiveness (PSLF) Employee Discounts and more! $3,000 Sign-On Bonus! SUMMARY Family Service League is seeking a full-time Housing Specialist for our homeless shelter in Brentwood. The Housing Specialist is responsible for assisting homeless families in obtaining permanent housing. The Housing Specialist will be experienced with the housing process, is familiar with housing resources, is able to form relationships with landlords and brokers, inspect apartments, accompany clients to apartment viewings, and collaborate with the Department of Social Services (DSS) to link apartments and utilize rental subsidy programs. RESPONSIBILITIES The Housing Specialist will conduct a comprehensive intake of each client within 5 business days of client arrival. Develop individualized housing plan for each client. Instruct client on required housing log procedure. Provide client with additional information, assist in the collection of necessary documentation, and build communication skills required to secure and maintain permanent housing. Assist clients in the completion of all housing program applications and ensure the applications are submitted to housing programs in a timely manner. The Housing Specialist will remain current on potential housing availability. Collect required client housing logs weekly. Complete monthly DSS housing logs cover sheet for each client. The Housing Specialist will have a face-to-face meeting with each client semi-monthly. The Housing Specialist will document all contact with and on behalf of the client in a progress note. Connect with community realtors and housing agencies to develop new housing resources. Escort clients to view apartments and other appointments as needed. Arrange for the timely completion of housing inspections. Assist clients in moving into permanent housing e.g. attend lease signing, ensure utilities are turned on, and coordinate transportation and moving. Participate in team meetings, case conferences, department meetings, weekly individual supervisory sessions, and staff training. All other duties as assigned. QUALIFICATIONS Associate's degree required. Bachelor's degree in human services or a related field preferred. Minimum of 1-2 years of experience in human services required. Knowledge of homeless population and DSS policies and regulations. Excellent interpersonal and verbal and written communication skills required. Proficient computer skills, including Microsoft Office required. Excellent written and verbal communication skills. Bilingual in Spanish is preferred. Valid and clean NYS Driver's License required. $3,000 Sign-On Bonus! Compensation details: 0 Yearly Salary PI8d9f694d54dd-6693

Civista Bank Description: Position Purpose: Responsible for management and growth of long-term profitable relationships with high-net worth individuals ($1Million in investable assets and above), medical professionals and emerging affluent clientele using high touch banking, financial planning, credit and other financial solutions. Key Accountabilities, Responsibilities and Expectations: Understand the needs of wealthy clients and cater to those requirements. Depending on the market place - Dedicate a percentage of time to existing clients, providing a superior client service experience and specifically addressing the comprehensive holistic needs of each individual client with banking options, wealth strategies, and lending solutions. Open, close and service client deposit accounts; Coordinate and follow through on client requests for products and services (i.e., open/close accounts, check orders, credit drawdowns/pay downs, credit card requests, etc.), take consumer loan applications and process loan documents; sell investment products and provide financial advice (Series 7 and Series 63 licenses preferred), or refer client to appropriate department. Confidentially manage daily client transactions and inquiries accurately, within established deadlines and in accordance with firm business policies and procedures, as well as applicable FINRA and other federal regulations. Provide high quality, high touch service to Private Banking clients. Responsible for monitoring and maintaining client accounts across complex structures and a wide variety of products. Acts as a trusted advisor, provide solid solutions and simplifies the client's life to achieve financial goals. Use deep knowledge of the relationship and available sales tools / reports to independently identify and execute cross-sell and up-sell opportunities. Resolve client problems as needed/warranted and other duties as needed Monitor and manage existing credit relationships. Build and manage lifelong client relationships with a certain number of high net-worth individuals (generally 75 - 125 account relationships). Depending on the market place - Dedicate a percentage of time to prospecting and new client acquisition. Develop internal and external referral sources to cultivate prospect opportunities. Depending on the market place - Dedicate a percentage of time to developing relationship with internal clients including mortgage/consumer/commercial lenders, business bankers, branch leaders and wealth managers. Attend all sales team meeting. Refer clients to trust and investment management department; commercial/consumer loan department and wealth management as the need presents itself Research, follow-up and resolve client inquiries and issues through effective interaction with clients, advisors, product partners, branch/operations teams and other staff in a timely and professional manner. Work within a team environment with trust and investment personnel, commercial/consumer lending personnel, and retail staff in order to provide optimal client service. Depending on the market place - Dedicate a percentage of time to developing relationship with external COIs including attorneys, CPAs, Physician Recruiters, Medical Professionals, Real Estate agents, etc. Meet one-on-one, host seminars/mixers, plan collaborative events, etc. with the goal of deepen relationships and encouraging the sharing of prospect referrals. Represent the Bank at community civic club and service club events Develop a Business Plan which details yearly & quarterly new client, lending & wealth goals with action plan for achievement of these goals. Take pride in exceeding goals as assigned by management and maintain accountability for client acquisition, growth and retention. Track all Client, Prospect, Internal Customer & Internal Customer interaction and pertinent information in Salesforce. Maintain up-to-date calendar & pipeline reports including monthly mortgage report. Depending on the market place - Dedicate a percentage of time on the road traveling to meet with internal and external customers; stay in contact with office and other clients via laptop computer, i-pad and cellular phone. May have to call on clients at home during evenings and weekends, as needed/required to meet their service requests. Requirements: Qualifications, Knowledge and Skills: Five years of retail banking experience preferred. Additional experience in sales or marketing, trust department products and consumer lending products preferred. Previous Private Banking Experience preferred. Bachelor's Degree in Business Administration, Finance, Banking or equivalent work experience; additional training provided by financial institution. Series 7 registered representative and Series 63 brokerage licenses preferred. Excellent relationship management, client service and communication skills are a prerequisite as well as an entrepreneurial orientation. Strong ethics and integrity is crucial as work involves extensive personal contact with others and/or is usually of a personal or sensitive nature. A significant level of trust and diplomacy is required, in addition to being courteous and having tact. Work may involve motivating or influencing others. Outside contacts are important and ability to foster sound relationships with other entities (lawyers, accountants, etc.) is necessary. Strong sales experience; experience dealing with public accounting and law firms helpful. Good knowledge of consumer banking, credit and business banking services; basic experience handling trusts, investments, tax insurance, real estate management, estate planning and financial planning, credit training preferred. Solid Computer literacy (Word, Excel, PowerPoint and CRM) with accurate data entry skills; proficient knowledge of working with spreadsheet and creating formulas. Ability to become proficient in use of specific software required for position. A high level of initiative, thoroughness, accuracy and organizational skills required. Ability to be a self-starter and work without direct supervision. Detail oriented with strong analytical skills. High level of confidentiality required. Excellent oral and written communication skills. Ability to manage multiple priorities/projects with varied deadlines. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time. PI7f7eb89d5-

We are searching for a transaction coordinator to assist our real estate team. You'll manage all administrative aspects of the transaction from contract to close, including providing assistance with escrow-related documentation, scheduling inspections and repairs, and acquiring seller approval for offers and counteroffers. The ideal candidate will have excellent communication skills and love working with people. If you're looking for a place to advance your real estate career, start your application today! We thank all applicants for their interest: only those selected for an interview will be contacted. A New Mexico or Florida Real Estate License is REQUIRED . Applicants are required to have at least a Florida Real Estate License. At a minimum, Transaction Coordination experience is required. You will be required to be in the office in Palm Beach. The days and hours in the office can be somewhat flexible, but you must live locally. You will help with both states. Experience in Florida is preferred over New Mexico. Compensation: $50,000 yearly DOE Responsibilities: Aid real estate agents, clientele, and other stakeholders with paperwork and ensure the completion of all escrow documents, such as appraisals, titles, and mortgage loans Arrange for and attend events regarding the closing process, including moving schedules Acquire seller approval for offers and counteroffers from buyers to complete the process in a timely manner Input client information into the client database system, track transaction activities, and submit each necessary document to the office broker for file compliance Schedule home inspections and any necessary repairs, and assist in negotiations regarding repairs Qualifications: A valid Real Estate License is required for this job High school or equivalent required, some college experience preferred Real estate license preferred Driven by a desire to provide excellent customer service and a great customer experience Applicants must possess exceptional organizational and verbal and written skills Previous experience in transaction management, transaction coordination, real estate, titles, or mortgages highly valued About Company We are a top-producing real estate team rooted in a signature combination of unparalleled professionalism, extensive market knowledge, and unrelenting work ethic. We serve a highly sophisticated client base at a high level. If this opportunity excites you and matches your expertise, we warmly invite you to apply to join our team! Compensation details: 0 Yearly Salary PI8329b4a5-