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manager underwriting
Small Business Market Manager
Midland States Bank Yorkville, Illinois
Position Title: Small Business Market Manager Locations: Yorkville_IL Time Type: Full time Req ID: JR1398-Yorkville_IL At Midland, we're proud to be a little different. You can see it in our bright orange signs-but there's more to it than that. With our heartfelt and personalized approach, we're focused on meeting every customer's needs with the brightest solutions. For more than 140 years, we've learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking. We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all. Our humble ambition keeps us growing, giving back, and looking ahead. We're innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel. You might say we're unlike any other bank. And you'd be right." At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements. Salary Range: $77,000-$105,000 Position Summary This position is responsible for the acquisition, retention, and expansion of small business banking customers within assigned branch markets. The role focuses on developing new business relationships, deepening existing client relationships, and delivering tailored financial solutions that align with the strategic objectives of small business owners while supporting overall bank growth. Primary Accountabilities Job Specific Develop and cultivate relationships with small business customers through proactive outside sales, networking, and community engagement activities Build and manage a consistent pipeline of prospective business clients through referrals, cold calling, and participation in local business organizations and events Deliver comprehensive banking solutions including business deposit accounts, lines of credit, credit cards, owner-occupied commercial real estate lending, and treasury management referrals Open and manage new accounts in accordance with established procedures, including initiating credit applications and identifying appropriate financial solutions Analyze financial information and credit bureau reports to assess borrower needs, identify opportunities, and support sound credit decisions Adhere to underwriting guidelines and loan closing procedures, ensuring accuracy of documentation and proper disbursement of funds Manage and retain client relationships by expanding product utilization across both business and personal banking services Develop and execute relationship plans that integrate additional Midland resources to support client growth and retention Maintain accurate and timely activity tracking within the Client Management System Proactively manage loan portfolios, including minimizing delinquencies through effective collection efforts and ensuring timely receipt of required client reporting The role requires occasional travel for training, team meetings, and due diligence events. May require work in a Midland office to ensure collaboration and support of internal and external customers. Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA). Other duties as assigned. Position Qualifications Education/Experience Bachelor's degree in Finance, Business, Accounting, or related field, or equivalent relevant experience Minimum of 3 to 5 years of direct sales experience in banking or financial services Demonstrated success in meeting or exceeding sales and production goals over multiple years Experience analyzing financial statements and loan applications using established underwriting criteria Proficiency in job-related computer applications and CRM systems Strong oral, written, and interpersonal communication skills. Strong organization and time management skills. Strong attention to detail. Ability to work independently and as part of a team. At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We're proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at . Midland States Bank may use automated tools and artificial intelligence ("AI") to assist with recruiting, screening, and hiring decisions. In accordance with the Illinois Human Rights Act (effective January 1, 2026), these tools are designed and monitored to be neutral and job-related, and must not be used in a way that discriminates against applicants or employees based on any protected characteristic. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT Compensation details: 00 Yearly Salary PIabc17-3862
07/19/2026
Full time
Position Title: Small Business Market Manager Locations: Yorkville_IL Time Type: Full time Req ID: JR1398-Yorkville_IL At Midland, we're proud to be a little different. You can see it in our bright orange signs-but there's more to it than that. With our heartfelt and personalized approach, we're focused on meeting every customer's needs with the brightest solutions. For more than 140 years, we've learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking. We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all. Our humble ambition keeps us growing, giving back, and looking ahead. We're innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel. You might say we're unlike any other bank. And you'd be right." At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements. Salary Range: $77,000-$105,000 Position Summary This position is responsible for the acquisition, retention, and expansion of small business banking customers within assigned branch markets. The role focuses on developing new business relationships, deepening existing client relationships, and delivering tailored financial solutions that align with the strategic objectives of small business owners while supporting overall bank growth. Primary Accountabilities Job Specific Develop and cultivate relationships with small business customers through proactive outside sales, networking, and community engagement activities Build and manage a consistent pipeline of prospective business clients through referrals, cold calling, and participation in local business organizations and events Deliver comprehensive banking solutions including business deposit accounts, lines of credit, credit cards, owner-occupied commercial real estate lending, and treasury management referrals Open and manage new accounts in accordance with established procedures, including initiating credit applications and identifying appropriate financial solutions Analyze financial information and credit bureau reports to assess borrower needs, identify opportunities, and support sound credit decisions Adhere to underwriting guidelines and loan closing procedures, ensuring accuracy of documentation and proper disbursement of funds Manage and retain client relationships by expanding product utilization across both business and personal banking services Develop and execute relationship plans that integrate additional Midland resources to support client growth and retention Maintain accurate and timely activity tracking within the Client Management System Proactively manage loan portfolios, including minimizing delinquencies through effective collection efforts and ensuring timely receipt of required client reporting The role requires occasional travel for training, team meetings, and due diligence events. May require work in a Midland office to ensure collaboration and support of internal and external customers. Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA). Other duties as assigned. Position Qualifications Education/Experience Bachelor's degree in Finance, Business, Accounting, or related field, or equivalent relevant experience Minimum of 3 to 5 years of direct sales experience in banking or financial services Demonstrated success in meeting or exceeding sales and production goals over multiple years Experience analyzing financial statements and loan applications using established underwriting criteria Proficiency in job-related computer applications and CRM systems Strong oral, written, and interpersonal communication skills. Strong organization and time management skills. Strong attention to detail. Ability to work independently and as part of a team. At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We're proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at . Midland States Bank may use automated tools and artificial intelligence ("AI") to assist with recruiting, screening, and hiring decisions. In accordance with the Illinois Human Rights Act (effective January 1, 2026), these tools are designed and monitored to be neutral and job-related, and must not be used in a way that discriminates against applicants or employees based on any protected characteristic. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT Compensation details: 00 Yearly Salary PIabc17-3862
Account Engineer, Boiler & Machinery
FM Norwood, Massachusetts
Job Description: Established nearly two centuries ago, FM is a leading mutual insurance company whose capital, scientific research capability and engineering expertise are solely dedicated to property risk management and the resilience of its policyholder-owners. These owners, who share the belief that the majority of property loss is preventable, represent many of the world's largest organizations, including one of every four Fortune 500 companies. They work with FM to better understand the hazards that can impact their business continuity to make cost-effective risk management decisions, combining property loss prevention with insurance protection. Overview The Chemical Operation's Account Engineering Department has an immediate opening for a dynamic Account Engineer (AE). This posting is for AE I with a Boiler & Machinery (B&M) specialization but, depending on the level of candidate's skill and experience this position may be eligible for alignment to AE II or Senior Account Engineer. Account Engineers for Chemical Operations provide valuable support and guidance to clients in the chemical industry whose operations range from fine chemicals to petrochemicals. With a global territory, Chemical Operations has challenging and complex processes to understand and assess, which will continue your Specialty Industries development. The B&M AE is immersed in the mechanical and electrical exposures behind the evolving hazards that impact our clients, from rotating equipment and electrical systems to pressure vessels and the failure mechanisms that threaten them. The AE candidate will need to develop a deep understanding of our clients' business, operations, and exposures to evaluate the nature, probability, and magnitude of loss potentials related to mechanical and electrical breakdowns, fire, and many other hazards. By applying our Client Service Process, the AE will build client-specific risk improvement strategies that clearly demonstrate FM's value-add while creating true value and developing long term partnerships with key stakeholders in our client's organization. These assessments must be communicated effectively to ensure clients understand the hazards and the risk to their business. By partnering with Account Managers to produce cohesive, client-facing deliverables, the AE will reinforce a tailored account strategy and the tangible value FM brings to each client's organization. Critical to the role is the ability to influence key stakeholders so they become more resilient against hazards and exposures, ultimately developing into a trusted advisor through sustainable risk improvement, strong communication skills, engineering expertise, and business acumen. Equally important is excellent internal communication to Account Managers, underwriters, and senior leaders so that critical insurance decisions can be made and long-term client partnerships can thrive. This is an office-based position in Norwood, Massachusetts. Moderate to heavy travel is expected as our clients have a global footprint. Relocation will be considered. Responsibilities: Evaluate the integrity and reliability of equipment, identify hazards and deficiencies to deliver focused risk improvement solutions and reduce equipment risk. Utilize Operating Standards, Data Sheets and guides to provide risk guidance and implement best practices. Collaborate with Field Engineering, Operations Engineering, Account Management and Underwriting on Boiler & Machinery recommendations. Effectively manage FM engineering resources to meet company & individual client needs Accurately assess and evaluate global risk information to obtain a competitive advantage for our current clients, prospective clients and FM. Manage the achievement of global engineering consistency on an account basis. Obtain client/prospect understanding and agreement on the key hazards and the corporate impact of the exposures. Consistently achieve risk improvement on a corporate basis. Effectively manage change with corporate clients Manage the client engineering relationship. Consistently illustrate value-added differential of FM engineering to our corporate client/prospect. Qualifications: Bachelor's degree in Engineering Minimum of 4 years' experience in a specialty industry such as chemical, nuclear, mining, pulp & paper, manufacturing Minimum of Senior Consulting Engineer and Industry Specialist in the Chemical Industry. Must possess a strong understanding of asset integrity principles in complex process environments, including the reliability and integrity of critical equipment such as steam and gas turbines, electrical generators, rotating equipment, boilers, and piping systems, along with electrical systems, and how these systems, including their associated control and protection elements, interact and impact one another. Ability to analyze complex data to develop accurate risk assessments and client-focused risk improvement plans demonstrating our added value. Ability to balance attention to detail with focus on organizational objectives. Proficiency in computer skills and basic knowledge of insurance concepts. Organizational, problem-solving, decision-making, consulting, and teamwork skills are needed to succeed in our collaborative structure. Excellent written, presentation and interpersonal communication skills, together with good cultural awareness. Ability to work effectively in a team and as an individual, acting upon your own initiative is essential. Ability to demonstrate a proactive and decisive approach to problem solving and be able to balance the drive for results with good attention to detail. Communication, negotiation, and interpersonal skills are a must. The hiring range for this position is $98,000 to $141,000. The final salary offer will vary based on geographic location, individual education, skills, and experience. The position is eligible to participate in FM 's comprehensive Total Rewards program that includes an incentive plan, medical, dental and vision insurance, life and disability insurance, well-being programs, a 401(k) and pension plan, career development opportunities, tuition reimbursement, flexible work and time off, including vacation and sick time. FM is an Equal Opportunity Employer and is committed to attracting, developing, and retaining a diverse workforce.
07/18/2026
Full time
Job Description: Established nearly two centuries ago, FM is a leading mutual insurance company whose capital, scientific research capability and engineering expertise are solely dedicated to property risk management and the resilience of its policyholder-owners. These owners, who share the belief that the majority of property loss is preventable, represent many of the world's largest organizations, including one of every four Fortune 500 companies. They work with FM to better understand the hazards that can impact their business continuity to make cost-effective risk management decisions, combining property loss prevention with insurance protection. Overview The Chemical Operation's Account Engineering Department has an immediate opening for a dynamic Account Engineer (AE). This posting is for AE I with a Boiler & Machinery (B&M) specialization but, depending on the level of candidate's skill and experience this position may be eligible for alignment to AE II or Senior Account Engineer. Account Engineers for Chemical Operations provide valuable support and guidance to clients in the chemical industry whose operations range from fine chemicals to petrochemicals. With a global territory, Chemical Operations has challenging and complex processes to understand and assess, which will continue your Specialty Industries development. The B&M AE is immersed in the mechanical and electrical exposures behind the evolving hazards that impact our clients, from rotating equipment and electrical systems to pressure vessels and the failure mechanisms that threaten them. The AE candidate will need to develop a deep understanding of our clients' business, operations, and exposures to evaluate the nature, probability, and magnitude of loss potentials related to mechanical and electrical breakdowns, fire, and many other hazards. By applying our Client Service Process, the AE will build client-specific risk improvement strategies that clearly demonstrate FM's value-add while creating true value and developing long term partnerships with key stakeholders in our client's organization. These assessments must be communicated effectively to ensure clients understand the hazards and the risk to their business. By partnering with Account Managers to produce cohesive, client-facing deliverables, the AE will reinforce a tailored account strategy and the tangible value FM brings to each client's organization. Critical to the role is the ability to influence key stakeholders so they become more resilient against hazards and exposures, ultimately developing into a trusted advisor through sustainable risk improvement, strong communication skills, engineering expertise, and business acumen. Equally important is excellent internal communication to Account Managers, underwriters, and senior leaders so that critical insurance decisions can be made and long-term client partnerships can thrive. This is an office-based position in Norwood, Massachusetts. Moderate to heavy travel is expected as our clients have a global footprint. Relocation will be considered. Responsibilities: Evaluate the integrity and reliability of equipment, identify hazards and deficiencies to deliver focused risk improvement solutions and reduce equipment risk. Utilize Operating Standards, Data Sheets and guides to provide risk guidance and implement best practices. Collaborate with Field Engineering, Operations Engineering, Account Management and Underwriting on Boiler & Machinery recommendations. Effectively manage FM engineering resources to meet company & individual client needs Accurately assess and evaluate global risk information to obtain a competitive advantage for our current clients, prospective clients and FM. Manage the achievement of global engineering consistency on an account basis. Obtain client/prospect understanding and agreement on the key hazards and the corporate impact of the exposures. Consistently achieve risk improvement on a corporate basis. Effectively manage change with corporate clients Manage the client engineering relationship. Consistently illustrate value-added differential of FM engineering to our corporate client/prospect. Qualifications: Bachelor's degree in Engineering Minimum of 4 years' experience in a specialty industry such as chemical, nuclear, mining, pulp & paper, manufacturing Minimum of Senior Consulting Engineer and Industry Specialist in the Chemical Industry. Must possess a strong understanding of asset integrity principles in complex process environments, including the reliability and integrity of critical equipment such as steam and gas turbines, electrical generators, rotating equipment, boilers, and piping systems, along with electrical systems, and how these systems, including their associated control and protection elements, interact and impact one another. Ability to analyze complex data to develop accurate risk assessments and client-focused risk improvement plans demonstrating our added value. Ability to balance attention to detail with focus on organizational objectives. Proficiency in computer skills and basic knowledge of insurance concepts. Organizational, problem-solving, decision-making, consulting, and teamwork skills are needed to succeed in our collaborative structure. Excellent written, presentation and interpersonal communication skills, together with good cultural awareness. Ability to work effectively in a team and as an individual, acting upon your own initiative is essential. Ability to demonstrate a proactive and decisive approach to problem solving and be able to balance the drive for results with good attention to detail. Communication, negotiation, and interpersonal skills are a must. The hiring range for this position is $98,000 to $141,000. The final salary offer will vary based on geographic location, individual education, skills, and experience. The position is eligible to participate in FM 's comprehensive Total Rewards program that includes an incentive plan, medical, dental and vision insurance, life and disability insurance, well-being programs, a 401(k) and pension plan, career development opportunities, tuition reimbursement, flexible work and time off, including vacation and sick time. FM is an Equal Opportunity Employer and is committed to attracting, developing, and retaining a diverse workforce.
Workforce Benefits Sales Consultant - Broker Distribution (Central Florida)
Pacific Life Tallahassee, Florida
Job Description: Pacific Life is seeking a skilled sales professional to support the growth of Broker Distribution within the Workforce Benefits organization. You will play an integral part in Pacific Life's efforts to establish and grow a $1B revenue, profitable business in the Workforce Benefits market. This role is considered to be 100% remote, as travel is required, and our ideal candidate for this role will have the territory of Central Florida. As Sales Consultant - Broker Distribution you'll play a key role in the startup and long-term success of this business by working with leaders in the Workforce Benefits division to meet established goals and objectives. Your focus will be on building relationships, developing and executing broker specific strategies and driving growth toward sales goals within the Broker Distribution Channel. You are responsible for bringing our business to the broker market and meeting annual metrics-based sales objectives. The role will align with other Workforce Benefits Distribution resources to educate the Broker and GA marketplace around Pacific Life's Group Benefits value proposition and meet collective sales goals. You will report directly to Regional Sales Manager of the Southeast Region. How you'll help move us forward: Support the creation and execution of a strategy for Broker Distribution that helps meet new sales, retention, profitability and expense objectives. Meet annual sales goals as established by the Sales Leadership Partner with Workforce Benefits Distribution resources to deliver the Workforce Benefits story to the broker community. Continually work to strengthen, deepen, and grow broker relationships. Execute appropriate number of broker meetings per week with assigned brokers. Drive a pipeline of appropriate number of RFP's per month. Build and advance local broker relationships to drive sales and increase the Pacific Life brand in your market. Demonstrate proficiency in the group products sold by Pacific Life. Maintain strong connections with underwriting, product, pricing, regulatory compliance, and actuarial pricing teams to ensure alignment on critical deliverables with your broker relationships. Utilize established and innovative approaches, tools and partners to enable efficient, deliberate and robust growth objectives. Bring a customer-first mindset: prioritize customer and broker viewpoints in decision-making. Participate in ongoing industry and community activities to stay attuned to industry trends. Represent the company as needed with legislative platforms, industry events, community activities. Perform other job-related duties or special projects as required. The experience you bring: 5+ years' experience in group benefits sales with an established presence in the broker marketplace College degree with concentration in business management, finance, or risk management or equivalent work experience is required. The inclination to seek and analyze data from a variety of sources to support decisions and to align others with the organization's overall strategy. An entrepreneurial and creative approach to developing new, innovative ideas that will stretch the organization and push the boundaries within the industry. Ability to seek opinions of others, process feedback and take smart risks. A high degree of integrity and able to act in a transparent and consistent manner while always taking into account what is best for the organization. Self-reflective and aware of his/her own limitations; leads by example and drives the organization's performance with an attitude of continuous improvement. Mindset to enable breakthrough innovations and business models that create value for all stakeholders, continually challenging traditional approaches. What makes you stand out: Strong performance orientation and drive for results Strong analytical skills, with the ability to grasp complexities and perceive relationships among business and financial issues Known for ability to respectfully and confidently collaborate and easily communicate with various stakeholders Compensation Package: This position is eligible for a base salary of $75,000, plus incentive compensation based on sales performance. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. You can be who you are. We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. What's life like at Pacific Life? Visit Base Pay Range: The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay. Your Benefits Start Day 1 Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered. Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off Paid Parental Leave as well as an Adoption Assistance Program Competitive 401k savings plan with company match and an additional contribution regardless of participation You Can Be Who You Are We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. What's life like at Pacific Life? Visit EEO Statement: Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
07/18/2026
Full time
Job Description: Pacific Life is seeking a skilled sales professional to support the growth of Broker Distribution within the Workforce Benefits organization. You will play an integral part in Pacific Life's efforts to establish and grow a $1B revenue, profitable business in the Workforce Benefits market. This role is considered to be 100% remote, as travel is required, and our ideal candidate for this role will have the territory of Central Florida. As Sales Consultant - Broker Distribution you'll play a key role in the startup and long-term success of this business by working with leaders in the Workforce Benefits division to meet established goals and objectives. Your focus will be on building relationships, developing and executing broker specific strategies and driving growth toward sales goals within the Broker Distribution Channel. You are responsible for bringing our business to the broker market and meeting annual metrics-based sales objectives. The role will align with other Workforce Benefits Distribution resources to educate the Broker and GA marketplace around Pacific Life's Group Benefits value proposition and meet collective sales goals. You will report directly to Regional Sales Manager of the Southeast Region. How you'll help move us forward: Support the creation and execution of a strategy for Broker Distribution that helps meet new sales, retention, profitability and expense objectives. Meet annual sales goals as established by the Sales Leadership Partner with Workforce Benefits Distribution resources to deliver the Workforce Benefits story to the broker community. Continually work to strengthen, deepen, and grow broker relationships. Execute appropriate number of broker meetings per week with assigned brokers. Drive a pipeline of appropriate number of RFP's per month. Build and advance local broker relationships to drive sales and increase the Pacific Life brand in your market. Demonstrate proficiency in the group products sold by Pacific Life. Maintain strong connections with underwriting, product, pricing, regulatory compliance, and actuarial pricing teams to ensure alignment on critical deliverables with your broker relationships. Utilize established and innovative approaches, tools and partners to enable efficient, deliberate and robust growth objectives. Bring a customer-first mindset: prioritize customer and broker viewpoints in decision-making. Participate in ongoing industry and community activities to stay attuned to industry trends. Represent the company as needed with legislative platforms, industry events, community activities. Perform other job-related duties or special projects as required. The experience you bring: 5+ years' experience in group benefits sales with an established presence in the broker marketplace College degree with concentration in business management, finance, or risk management or equivalent work experience is required. The inclination to seek and analyze data from a variety of sources to support decisions and to align others with the organization's overall strategy. An entrepreneurial and creative approach to developing new, innovative ideas that will stretch the organization and push the boundaries within the industry. Ability to seek opinions of others, process feedback and take smart risks. A high degree of integrity and able to act in a transparent and consistent manner while always taking into account what is best for the organization. Self-reflective and aware of his/her own limitations; leads by example and drives the organization's performance with an attitude of continuous improvement. Mindset to enable breakthrough innovations and business models that create value for all stakeholders, continually challenging traditional approaches. What makes you stand out: Strong performance orientation and drive for results Strong analytical skills, with the ability to grasp complexities and perceive relationships among business and financial issues Known for ability to respectfully and confidently collaborate and easily communicate with various stakeholders Compensation Package: This position is eligible for a base salary of $75,000, plus incentive compensation based on sales performance. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. You can be who you are. We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. What's life like at Pacific Life? Visit Base Pay Range: The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay. Your Benefits Start Day 1 Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered. Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off Paid Parental Leave as well as an Adoption Assistance Program Competitive 401k savings plan with company match and an additional contribution regardless of participation You Can Be Who You Are We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. What's life like at Pacific Life? Visit EEO Statement: Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
Workforce Benefits Sales Consultant - Broker Distribution (South Florida)
Pacific Life Tallahassee, Florida
Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own. Pacific Life is seeking a skilled sales professional to support the growth of Broker Distribution within the Workforce Benefits organization. You will play an integral part in Pacific Life's efforts to establish and grow a $1B revenue, profitable business in the Workforce Benefits market. This role is considered to be 100% remote, as travel is required, and our ideal candidate for this role will be based in the South Florida marketplace . As Sales Consultant - Broker Distribution you'll play a key role in the startup and long-term success of this business by working with leaders in the Workforce Benefits division to meet established goals and objectives. Your focus will be on building relationships, developing and executing broker specific strategies and driving growth toward sales goals within the Broker Distribution Channel. You are responsible for bringing our business to the broker market and meeting annual metrics-based sales objectives. The role will align with other Workforce Benefits Distribution resources to educate the Broker and GA marketplace around Pacific Life's Group Benefits value proposition and meet collective sales goals. You will report directly to Regional Sales Manager for the Southeast Region. How you'll help move us forward: Support the creation and execution of a strategy for Broker Distribution that helps meet new sales, retention, profitability and expense objectives. Meet annual sales goals as established by the Sales Leadership Partner with Workforce Benefits Distribution resources to deliver the Workforce Benefits story to the broker community. Continually work to strengthen, deepen, and grow broker relationships. Execute appropriate number of broker meetings per week with assigned brokers. Drive a pipeline of appropriate number of RFP's per month. Build and advance local broker relationships to drive sales and increase the Pacific Life brand in your market. Demonstrate proficiency in the group products sold by Pacific Life. Maintain strong connections with underwriting, product, pricing, regulatory compliance, and actuarial pricing teams to ensure alignment on critical deliverables with your broker relationships. Utilize established and innovative approaches, tools and partners to enable efficient, deliberate and robust growth objectives. Bring a customer-first mindset: prioritize customer and broker viewpoints in decision-making. Participate in ongoing industry and community activities to stay attuned to industry trends. Represent the company as needed with legislative platforms, industry events, community activities. Perform other job-related duties or special projects as required. The experience you bring: 5+ years' experience in group benefits sales with an established presence in the broker marketplace College degree with concentration in business management, finance, or risk management or equivalent work experience is required. The inclination to seek and analyze data from a variety of sources to support decisions and to align others with the organization's overall strategy. An entrepreneurial and creative approach to developing new, innovative ideas that will stretch the organization and push the boundaries within the industry. Ability to seek opinions of others, process feedback and take smart risks. A high degree of integrity and able to act in a transparent and consistent manner while always taking into account what is best for the organization. Self-reflective and aware of his/her own limitations; leads by example and drives the organization's performance with an attitude of continuous improvement. Mindset to enable breakthrough innovations and business models that create value for all stakeholders, continually challenging traditional approaches. What makes you stand out: Strong performance orientation and drive for results Strong analytical skills, with the ability to grasp complexities and perceive relationships among business and financial issues Known for ability to respectfully and confidently collaborate and easily communicate with various stakeholders Compensation Package: This position is eligible for a base salary of $75,000, plus incentive compensation based on sales performance. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. You can be who you are. People come first here. We're committed to an inclusive workforce. Learn more about how we create a welcoming work environment at . What's life like at Pacific Life? Visit Base Pay Range: The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay. Your Benefits Start Day 1 Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered. Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off Paid Parental Leave as well as an Adoption Assistance Program Competitive 401k savings plan with company match and an additional contribution regardless of participation EEO Statement: Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
07/18/2026
Full time
Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own. Pacific Life is seeking a skilled sales professional to support the growth of Broker Distribution within the Workforce Benefits organization. You will play an integral part in Pacific Life's efforts to establish and grow a $1B revenue, profitable business in the Workforce Benefits market. This role is considered to be 100% remote, as travel is required, and our ideal candidate for this role will be based in the South Florida marketplace . As Sales Consultant - Broker Distribution you'll play a key role in the startup and long-term success of this business by working with leaders in the Workforce Benefits division to meet established goals and objectives. Your focus will be on building relationships, developing and executing broker specific strategies and driving growth toward sales goals within the Broker Distribution Channel. You are responsible for bringing our business to the broker market and meeting annual metrics-based sales objectives. The role will align with other Workforce Benefits Distribution resources to educate the Broker and GA marketplace around Pacific Life's Group Benefits value proposition and meet collective sales goals. You will report directly to Regional Sales Manager for the Southeast Region. How you'll help move us forward: Support the creation and execution of a strategy for Broker Distribution that helps meet new sales, retention, profitability and expense objectives. Meet annual sales goals as established by the Sales Leadership Partner with Workforce Benefits Distribution resources to deliver the Workforce Benefits story to the broker community. Continually work to strengthen, deepen, and grow broker relationships. Execute appropriate number of broker meetings per week with assigned brokers. Drive a pipeline of appropriate number of RFP's per month. Build and advance local broker relationships to drive sales and increase the Pacific Life brand in your market. Demonstrate proficiency in the group products sold by Pacific Life. Maintain strong connections with underwriting, product, pricing, regulatory compliance, and actuarial pricing teams to ensure alignment on critical deliverables with your broker relationships. Utilize established and innovative approaches, tools and partners to enable efficient, deliberate and robust growth objectives. Bring a customer-first mindset: prioritize customer and broker viewpoints in decision-making. Participate in ongoing industry and community activities to stay attuned to industry trends. Represent the company as needed with legislative platforms, industry events, community activities. Perform other job-related duties or special projects as required. The experience you bring: 5+ years' experience in group benefits sales with an established presence in the broker marketplace College degree with concentration in business management, finance, or risk management or equivalent work experience is required. The inclination to seek and analyze data from a variety of sources to support decisions and to align others with the organization's overall strategy. An entrepreneurial and creative approach to developing new, innovative ideas that will stretch the organization and push the boundaries within the industry. Ability to seek opinions of others, process feedback and take smart risks. A high degree of integrity and able to act in a transparent and consistent manner while always taking into account what is best for the organization. Self-reflective and aware of his/her own limitations; leads by example and drives the organization's performance with an attitude of continuous improvement. Mindset to enable breakthrough innovations and business models that create value for all stakeholders, continually challenging traditional approaches. What makes you stand out: Strong performance orientation and drive for results Strong analytical skills, with the ability to grasp complexities and perceive relationships among business and financial issues Known for ability to respectfully and confidently collaborate and easily communicate with various stakeholders Compensation Package: This position is eligible for a base salary of $75,000, plus incentive compensation based on sales performance. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. You can be who you are. People come first here. We're committed to an inclusive workforce. Learn more about how we create a welcoming work environment at . What's life like at Pacific Life? Visit Base Pay Range: The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay. Your Benefits Start Day 1 Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered. Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off Paid Parental Leave as well as an Adoption Assistance Program Competitive 401k savings plan with company match and an additional contribution regardless of participation EEO Statement: Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
Lending Analyst
Urban Redevelopment Authority of Pittsburgh Pittsburgh, Pennsylvania
The Lending Analyst will work to advance the development of single family and/or multifamily housing projects, with a strong focus on affordable housing in the City of Pittsburgh. The Lending Analyst will be responsible for discussing clients' needs, recommending the best loan products, helping clients submit a complete loan application, underwriting the loan request, executing the loan closing, and disbursing funds. This position requires excellent communication, analytical and problem-solving skills. The candidate should be familiar with single family and/or multifamily programs available to developers by the URA, local banks, non-profit organizations, the U.S Department of Housing and Urban Development (HUD), Pennsylvania Housing Finance Agency (PHFA), and other federal, state and local sources. The individual should also have a passion for public service and a desire to improve communities. Job title: Lending Analyst Department: Residential & Consumer Lending Divisional Unit: Housing Department Starting Salary: $55,000-$60,000 Reports to: Manager of Residential Lending Essential Functions and Responsibilities: Manage assigned single family and multifamily developments Maintain an active knowledge base of all the URA's financing products and an understanding of the qualifications required Review and analyze applications for financing regarding the eligibility and the financial feasibility (including proformas, revenues, operating expenses, and financing) of the development, and the capability of the development team Schedule, coordinate and analyze examinations made by the URA's technical staff of the project site, plans, and specifications and construction costs to support an acceptance or rejection of proposals Assist development clients with the understanding of and compliance with public requirements and approvals Assist development clients in securing financing, including Low Income Housing Tax Credits and other affordable housing funding sources Coordinate project team meetings with development team, URA technical staff and other parties as necessary to further development progress Assist development clients with preparation of and compliance with Minority and Women's Business Enterprise (M/WBE) plans as required Assemble and present completed financing proposals, including visual materials, to the URA's Real Estate Loan Review, Housing Opportunity Fund (HOF) Advisory Board, and to the URA Board of Directors. Review closing documents for accuracy, completeness and conformity to URA and department policies, guidelines and regulations; coordinate and conduct loan closings Coordinate with developer, bond counsel, underwriter, and financial advisor for the scheduling, marketing and closing of multifamily bond issues Maintain and organize project files in accordance with established procedures Input project information into NetSuite and Portfol systems as required Maintain and manage development budgets and process stage payments for construction and soft costs; Reconcile all project sales proceeds. Review and evaluate all items related to project construction and correspond with URA Architecture & Engineering and Inspections Departments from initial review of plans, specifications, and costs through final build-out and sale of project, including all change orders. Produce and analyze housing development budgets and proformas. Work with various federal, state, and local agencies and lenders to coordinate project financing Represent the URA at banking, finance, development and other conferences, seminars, etc., as required by department needs or interests Represent the URA at public outreach events in various communities and neighborhoods in the City of Pittsburgh. Participate with other URA staff, the Department of City Planning and/or other stakeholders in the preparation of Request(s) for Qualifications (RFQ), Request(s) for Proposals (RFP) for development sites, financing and/or professional services and the review and analysis of submitted responses Assist with Consumer Lending program management and client relations as the need arises. Manage development grants for projects as assigned. Perform other duties as assigned. Position Requirements and Qualifications: Bachelor's Degree in Business Administration, Public Administration, Planning, Finance, Business Administration, or a related field preferred One (1) year of related lending experience preferred The demonstrated ability to establish and maintain excellent working relationships with co-workers, individuals, agencies, private and public lending institutions, and community organizations is required. Excellent verbal and written skills are required. Mature judgment with an ability to support and explain reasoning for decisions is required. Ability to think creatively and problem solve while staying within guidelines is required. Customer service skills are required. Knowledge of Microsoft Word, Excel, and PowerPoint is required. Preferred Qualifications: Knowledge of housing development and financing. Experience with real estate transactions and evaluations. Knowledge of regulatory issues in both underwriting/finance and real estate. Knowledge of NetSuite, Portfol, or similar systems is preferred Physical Requirements: Ability to safely and successfully perform the essential job functions consistent with the ADA, including travel to County and City offices Must be able to lift and carry up to 20 lbs., standing, sitting, reaching and stretching. Must be able to talk, listen and speak clearly on telephone. Disclaimers: The URA is an equal opportunity affirmative action employer. All qualified applicants will receive consideration without regard to race, religion, color, gender, age, national origin, ancestry, disability, sexual orientation, g ender identity/expression, political, and/or union affiliation. AN APPLICANT MUST BE A CITY OF PITTSBURGH RESIDENT OR BECOME ONE AS A CONDITION OF EMPLOYMENT AT THE URA. PM22 Compensation details: 0 Yearly Salary PIdf074dee85c3-6707
07/17/2026
Full time
The Lending Analyst will work to advance the development of single family and/or multifamily housing projects, with a strong focus on affordable housing in the City of Pittsburgh. The Lending Analyst will be responsible for discussing clients' needs, recommending the best loan products, helping clients submit a complete loan application, underwriting the loan request, executing the loan closing, and disbursing funds. This position requires excellent communication, analytical and problem-solving skills. The candidate should be familiar with single family and/or multifamily programs available to developers by the URA, local banks, non-profit organizations, the U.S Department of Housing and Urban Development (HUD), Pennsylvania Housing Finance Agency (PHFA), and other federal, state and local sources. The individual should also have a passion for public service and a desire to improve communities. Job title: Lending Analyst Department: Residential & Consumer Lending Divisional Unit: Housing Department Starting Salary: $55,000-$60,000 Reports to: Manager of Residential Lending Essential Functions and Responsibilities: Manage assigned single family and multifamily developments Maintain an active knowledge base of all the URA's financing products and an understanding of the qualifications required Review and analyze applications for financing regarding the eligibility and the financial feasibility (including proformas, revenues, operating expenses, and financing) of the development, and the capability of the development team Schedule, coordinate and analyze examinations made by the URA's technical staff of the project site, plans, and specifications and construction costs to support an acceptance or rejection of proposals Assist development clients with the understanding of and compliance with public requirements and approvals Assist development clients in securing financing, including Low Income Housing Tax Credits and other affordable housing funding sources Coordinate project team meetings with development team, URA technical staff and other parties as necessary to further development progress Assist development clients with preparation of and compliance with Minority and Women's Business Enterprise (M/WBE) plans as required Assemble and present completed financing proposals, including visual materials, to the URA's Real Estate Loan Review, Housing Opportunity Fund (HOF) Advisory Board, and to the URA Board of Directors. Review closing documents for accuracy, completeness and conformity to URA and department policies, guidelines and regulations; coordinate and conduct loan closings Coordinate with developer, bond counsel, underwriter, and financial advisor for the scheduling, marketing and closing of multifamily bond issues Maintain and organize project files in accordance with established procedures Input project information into NetSuite and Portfol systems as required Maintain and manage development budgets and process stage payments for construction and soft costs; Reconcile all project sales proceeds. Review and evaluate all items related to project construction and correspond with URA Architecture & Engineering and Inspections Departments from initial review of plans, specifications, and costs through final build-out and sale of project, including all change orders. Produce and analyze housing development budgets and proformas. Work with various federal, state, and local agencies and lenders to coordinate project financing Represent the URA at banking, finance, development and other conferences, seminars, etc., as required by department needs or interests Represent the URA at public outreach events in various communities and neighborhoods in the City of Pittsburgh. Participate with other URA staff, the Department of City Planning and/or other stakeholders in the preparation of Request(s) for Qualifications (RFQ), Request(s) for Proposals (RFP) for development sites, financing and/or professional services and the review and analysis of submitted responses Assist with Consumer Lending program management and client relations as the need arises. Manage development grants for projects as assigned. Perform other duties as assigned. Position Requirements and Qualifications: Bachelor's Degree in Business Administration, Public Administration, Planning, Finance, Business Administration, or a related field preferred One (1) year of related lending experience preferred The demonstrated ability to establish and maintain excellent working relationships with co-workers, individuals, agencies, private and public lending institutions, and community organizations is required. Excellent verbal and written skills are required. Mature judgment with an ability to support and explain reasoning for decisions is required. Ability to think creatively and problem solve while staying within guidelines is required. Customer service skills are required. Knowledge of Microsoft Word, Excel, and PowerPoint is required. Preferred Qualifications: Knowledge of housing development and financing. Experience with real estate transactions and evaluations. Knowledge of regulatory issues in both underwriting/finance and real estate. Knowledge of NetSuite, Portfol, or similar systems is preferred Physical Requirements: Ability to safely and successfully perform the essential job functions consistent with the ADA, including travel to County and City offices Must be able to lift and carry up to 20 lbs., standing, sitting, reaching and stretching. Must be able to talk, listen and speak clearly on telephone. Disclaimers: The URA is an equal opportunity affirmative action employer. All qualified applicants will receive consideration without regard to race, religion, color, gender, age, national origin, ancestry, disability, sexual orientation, g ender identity/expression, political, and/or union affiliation. AN APPLICANT MUST BE A CITY OF PITTSBURGH RESIDENT OR BECOME ONE AS A CONDITION OF EMPLOYMENT AT THE URA. PM22 Compensation details: 0 Yearly Salary PIdf074dee85c3-6707
Team Lead - Surgical Recovery Coordinator - Nashville
DCI Donor Services Nashville, Tennessee
DCI Donor Services Tennessee Donor Services (TDS) is looking for a dynamic and enthusiastic team member to join us to save lives Our mission at DCIDS is to save lives through organ donation and we want professionals on our team that will embrace this important work We are seeking a Surgical Recovery Coordinator - Team Lead for the Nashville region. This role is responsible for the oversight of surgical related activities related to the allocation, distribution, surgical removal, and preservation of organs recovered for research and/or transplantation. The Surgical Recovery Coordinator team lead coordinates the call schedule and provides oversight for all aspects of orientation and ongoing training of staff regarding preservation for our Nashville and Jackson areas. COMPANY OVERVIEW AND MISSION Tennessee Donor Services is a designated organ procurement organization (OPO) within the state of Tennessee- and is a member of the DCI Donor Services family. For over four decades, DCI Donor Services has been a leader in working to end the transplant waiting list. Our unique approach to service allows for nationwide donation, transplantation, and distribution of organs and tissues while maintaining close ties to our local communities. DCI Donor Services operates organ procurement/tissue recovery organizations: Sierra Donor Services and Tennessee Donor Services with operations in the states of California, New Mexico, and Tennessee. We also maximize the gift of life through the DCI Donor Services Tissue Bank and Sierra Donor Services Eye Bank. Our performance is measured by the way we serve donor families and recipients. To be successful in this endeavor is our ultimate mission. By mobili We are committed to diversity, equity, and inclusion. With the help of our employee-led strategy team, we will ensure that all communities feel welcome and safe with us because we are a model for fairness, belonging, and forward thinking. Key responsibilities this position will perform include: Assumes primary responsibility for the renal preservation process including pumping and pump transport, in accordance with company policy, UNOS policy. Works to remedy pump perfusion difficulties or challenges with the department manager. Coordinates the call schedule to ensure adequate coverage is provided for designated service area (DSA). Performs extensive on-call responsibilities to assist with the activities related to the donor recovery. Primary on-call responsibilities will occur in assigned region or office where employed. Increased donor activity, staffing shortages, etc. will require assuming on-call responsibilities outside the primary area. Coordinates and assists in the surgical recovery, preservation, packaging, and delivery of organs and specimens in conjunction with transplant surgeons and/or organ recovery coordinators, research facilities or coroner's offices in compliance with company policy, and UNOS requirements. Serves as a resource for the organization handling education, in-services, and assisting with reviewing staff job competencies. Provides oversight for all aspects of orientation and ongoing training of staff responsible for preservation duties. Collaborates with Hospital Development to provide in-services at donor hospitals related to surgical organ recovery. Assists with quality processes such as investigations, root cause analysis, process improvement, and PDSAs related to preservation. Participate in internal and external committees to improve organ utilization. May first assist on any surgical recovery cases as needed. Coordinate and assists with fly outs. Coordinates and assists with organ allocation, including kidney and liver placement, distribution, and transportation of organs for transplantation and/or research in accordance with company policy, UNOS policy. Receives import organ offers and facilitates communication of information between host donor program and local transplant program (if applicable). Coordinates and assists with travel arrangements for transplant teams, organs for transplant and/or research, and specimens to laboratories, as appropriate, in accordance with company policy, UNOS policy, and ME office. Responsible for the materials management oversight of all related clinical supplies necessary for the organ recovery process. Maintains sterile supplies and donor equipment bags. Maintains the organ clinical supply room as appropriate. Handles and maintain supplies per OSHA standards and company policy. Maintains the constant state of readiness (clean and orderly). Responsible for data collection, analysis and reporting as needed for regulatory compliance in adherence to company policy, and UNOS standards regarding documentation. Assists with assigned projects and performs other duties related to the clinical, hospital services, and public education activities of the company. Assists with organ specific research projects. Responsible for regular review of relevant clinical policies and protocols to ensure current practice and compliance with regulatory requirements. Performs other duties as assigned. The ideal candidate will have: High school diploma or equivalent. Bachelor's degree in a related field preferred. Three years OPO experience required in an organ recovery or preservation role. Certified Scrub Tech, EMT, or RN/LVN preferred Valid driver license required and ability to pass MVR underwriting requirements. Working knowledge of computers and Microsoft Office applications and basic data entry skills required. We offer a competitive compensation package including: Up to 176 hours of PTO your first year Up to 72 hours of Sick Time your first year Two Medical Plans (your choice of a PPO or HDHP), Dental, and Vision Coverage 403(b) plan with matching contribution Company provided term life, AD&D, and long-term disability insurance Wellness Program Supplemental insurance benefits such as accident coverage and short-term disability Discounts on home/auto/renter/pet insurance Cell phone discounts through Verizon Meal Per Diems when actively on cases New employees must have their first dose of the COVID-19 vaccine by their potential start date or be able to supply proof of vaccination. You will receive a confirmation e-mail upon successful submission of your application. The next step of the selection process will be to complete a video screening. Instructions to complete the video screening will be contained in the confirmation e-mail. Please note - you must complete the video screening within 5 days from submission of your application to be considered for the position. DCIDS is an EOE/AA employer - M/F/Vet/Disability. PI-4463
07/17/2026
Full time
DCI Donor Services Tennessee Donor Services (TDS) is looking for a dynamic and enthusiastic team member to join us to save lives Our mission at DCIDS is to save lives through organ donation and we want professionals on our team that will embrace this important work We are seeking a Surgical Recovery Coordinator - Team Lead for the Nashville region. This role is responsible for the oversight of surgical related activities related to the allocation, distribution, surgical removal, and preservation of organs recovered for research and/or transplantation. The Surgical Recovery Coordinator team lead coordinates the call schedule and provides oversight for all aspects of orientation and ongoing training of staff regarding preservation for our Nashville and Jackson areas. COMPANY OVERVIEW AND MISSION Tennessee Donor Services is a designated organ procurement organization (OPO) within the state of Tennessee- and is a member of the DCI Donor Services family. For over four decades, DCI Donor Services has been a leader in working to end the transplant waiting list. Our unique approach to service allows for nationwide donation, transplantation, and distribution of organs and tissues while maintaining close ties to our local communities. DCI Donor Services operates organ procurement/tissue recovery organizations: Sierra Donor Services and Tennessee Donor Services with operations in the states of California, New Mexico, and Tennessee. We also maximize the gift of life through the DCI Donor Services Tissue Bank and Sierra Donor Services Eye Bank. Our performance is measured by the way we serve donor families and recipients. To be successful in this endeavor is our ultimate mission. By mobili We are committed to diversity, equity, and inclusion. With the help of our employee-led strategy team, we will ensure that all communities feel welcome and safe with us because we are a model for fairness, belonging, and forward thinking. Key responsibilities this position will perform include: Assumes primary responsibility for the renal preservation process including pumping and pump transport, in accordance with company policy, UNOS policy. Works to remedy pump perfusion difficulties or challenges with the department manager. Coordinates the call schedule to ensure adequate coverage is provided for designated service area (DSA). Performs extensive on-call responsibilities to assist with the activities related to the donor recovery. Primary on-call responsibilities will occur in assigned region or office where employed. Increased donor activity, staffing shortages, etc. will require assuming on-call responsibilities outside the primary area. Coordinates and assists in the surgical recovery, preservation, packaging, and delivery of organs and specimens in conjunction with transplant surgeons and/or organ recovery coordinators, research facilities or coroner's offices in compliance with company policy, and UNOS requirements. Serves as a resource for the organization handling education, in-services, and assisting with reviewing staff job competencies. Provides oversight for all aspects of orientation and ongoing training of staff responsible for preservation duties. Collaborates with Hospital Development to provide in-services at donor hospitals related to surgical organ recovery. Assists with quality processes such as investigations, root cause analysis, process improvement, and PDSAs related to preservation. Participate in internal and external committees to improve organ utilization. May first assist on any surgical recovery cases as needed. Coordinate and assists with fly outs. Coordinates and assists with organ allocation, including kidney and liver placement, distribution, and transportation of organs for transplantation and/or research in accordance with company policy, UNOS policy. Receives import organ offers and facilitates communication of information between host donor program and local transplant program (if applicable). Coordinates and assists with travel arrangements for transplant teams, organs for transplant and/or research, and specimens to laboratories, as appropriate, in accordance with company policy, UNOS policy, and ME office. Responsible for the materials management oversight of all related clinical supplies necessary for the organ recovery process. Maintains sterile supplies and donor equipment bags. Maintains the organ clinical supply room as appropriate. Handles and maintain supplies per OSHA standards and company policy. Maintains the constant state of readiness (clean and orderly). Responsible for data collection, analysis and reporting as needed for regulatory compliance in adherence to company policy, and UNOS standards regarding documentation. Assists with assigned projects and performs other duties related to the clinical, hospital services, and public education activities of the company. Assists with organ specific research projects. Responsible for regular review of relevant clinical policies and protocols to ensure current practice and compliance with regulatory requirements. Performs other duties as assigned. The ideal candidate will have: High school diploma or equivalent. Bachelor's degree in a related field preferred. Three years OPO experience required in an organ recovery or preservation role. Certified Scrub Tech, EMT, or RN/LVN preferred Valid driver license required and ability to pass MVR underwriting requirements. Working knowledge of computers and Microsoft Office applications and basic data entry skills required. We offer a competitive compensation package including: Up to 176 hours of PTO your first year Up to 72 hours of Sick Time your first year Two Medical Plans (your choice of a PPO or HDHP), Dental, and Vision Coverage 403(b) plan with matching contribution Company provided term life, AD&D, and long-term disability insurance Wellness Program Supplemental insurance benefits such as accident coverage and short-term disability Discounts on home/auto/renter/pet insurance Cell phone discounts through Verizon Meal Per Diems when actively on cases New employees must have their first dose of the COVID-19 vaccine by their potential start date or be able to supply proof of vaccination. You will receive a confirmation e-mail upon successful submission of your application. The next step of the selection process will be to complete a video screening. Instructions to complete the video screening will be contained in the confirmation e-mail. Please note - you must complete the video screening within 5 days from submission of your application to be considered for the position. DCIDS is an EOE/AA employer - M/F/Vet/Disability. PI-4463
Workforce Benefits Sales Consultant - Broker Distribution (North Florida)
Pacific Life Tallahassee, Florida
Job Description: Pacific Life is seeking a skilled sales professional to support the growth of Broker Distribution within the Workforce Benefits organization. You will play an integral part in Pacific Life's efforts to establish and grow a $1B revenue, profitable business in the Workforce Benefits market. This role is considered to be 100% remote, as travel is required, and our ideal candidate for this role will be based in the North Florida marketplace. As Sales Consultant - Broker Distribution you'll play a key role in the startup and long-term success of this business by working with leaders in the Workforce Benefits division to meet established goals and objectives. Your focus will be on building relationships, developing and executing broker specific strategies and driving growth toward sales goals within the Broker Distribution Channel. You are responsible for bringing our business to the broker market and meeting annual metrics-based sales objectives. The role will align with other Workforce Benefits Distribution resources to educate the Broker and GA marketplace around Pacific Life's Group Benefits value proposition and meet collective sales goals. You will report directly to Regional Sales Manager for the Southeast. How you'll help move us forward: Support the creation and execution of a strategy for Broker Distribution that helps meet new sales, retention, profitability and expense objectives. Meet annual sales goals as established by the Sales Leadership Partner with Workforce Benefits Distribution resources to deliver the Workforce Benefits story to the broker community. Continually work to strengthen, deepen, and grow broker relationships. Execute appropriate number of broker meetings per week with assigned brokers. Drive a pipeline of appropriate number of RFP's per month. Build and advance local broker relationships to drive sales and increase the Pacific Life brand in your market. Demonstrate proficiency in the group products sold by Pacific Life. Maintain strong connections with underwriting, product, pricing, regulatory compliance, and actuarial pricing teams to ensure alignment on critical deliverables with your broker relationships. Utilize established and innovative approaches, tools and partners to enable efficient, deliberate and robust growth objectives. Bring a customer-first mindset: prioritize customer and broker viewpoints in decision-making. Participate in ongoing industry and community activities to stay attuned to industry trends. Represent the company as needed with legislative platforms, industry events, community activities. Perform other job-related duties or special projects as required. The experience you bring: 5+ years' experience in group benefits sales with an established presence in the broker marketplace College degree with concentration in business management, finance, or risk management or equivalent work experience is required. The inclination to seek and analyze data from a variety of sources to support decisions and to align others with the organization's overall strategy. An entrepreneurial and creative approach to developing new, innovative ideas that will stretch the organization and push the boundaries within the industry. Ability to seek opinions of others, process feedback and take smart risks. A high degree of integrity and able to act in a transparent and consistent manner while always taking into account what is best for the organization. Self-reflective and aware of his/her own limitations; leads by example and drives the organization's performance with an attitude of continuous improvement. Mindset to enable breakthrough innovations and business models that create value for all stakeholders, continually challenging traditional approaches. What makes you stand out: Strong performance orientation and drive for results Strong analytical skills, with the ability to grasp complexities and perceive relationships among business and financial issues Known for ability to respectfully and confidently collaborate and easily communicate with various stakeholders Compensation Package: This position is eligible for a base salary of $75,000, plus incentive compensation based on sales performance. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. You can be who you are. We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. What's life like at Pacific Life? Visit Base Pay Range: The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay. Your Benefits Start Day 1 Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered. Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off Paid Parental Leave as well as an Adoption Assistance Program Competitive 401k savings plan with company match and an additional contribution regardless of participation You Can Be Who You Are We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. What's life like at Pacific Life? Visit EEO Statement: Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
07/17/2026
Full time
Job Description: Pacific Life is seeking a skilled sales professional to support the growth of Broker Distribution within the Workforce Benefits organization. You will play an integral part in Pacific Life's efforts to establish and grow a $1B revenue, profitable business in the Workforce Benefits market. This role is considered to be 100% remote, as travel is required, and our ideal candidate for this role will be based in the North Florida marketplace. As Sales Consultant - Broker Distribution you'll play a key role in the startup and long-term success of this business by working with leaders in the Workforce Benefits division to meet established goals and objectives. Your focus will be on building relationships, developing and executing broker specific strategies and driving growth toward sales goals within the Broker Distribution Channel. You are responsible for bringing our business to the broker market and meeting annual metrics-based sales objectives. The role will align with other Workforce Benefits Distribution resources to educate the Broker and GA marketplace around Pacific Life's Group Benefits value proposition and meet collective sales goals. You will report directly to Regional Sales Manager for the Southeast. How you'll help move us forward: Support the creation and execution of a strategy for Broker Distribution that helps meet new sales, retention, profitability and expense objectives. Meet annual sales goals as established by the Sales Leadership Partner with Workforce Benefits Distribution resources to deliver the Workforce Benefits story to the broker community. Continually work to strengthen, deepen, and grow broker relationships. Execute appropriate number of broker meetings per week with assigned brokers. Drive a pipeline of appropriate number of RFP's per month. Build and advance local broker relationships to drive sales and increase the Pacific Life brand in your market. Demonstrate proficiency in the group products sold by Pacific Life. Maintain strong connections with underwriting, product, pricing, regulatory compliance, and actuarial pricing teams to ensure alignment on critical deliverables with your broker relationships. Utilize established and innovative approaches, tools and partners to enable efficient, deliberate and robust growth objectives. Bring a customer-first mindset: prioritize customer and broker viewpoints in decision-making. Participate in ongoing industry and community activities to stay attuned to industry trends. Represent the company as needed with legislative platforms, industry events, community activities. Perform other job-related duties or special projects as required. The experience you bring: 5+ years' experience in group benefits sales with an established presence in the broker marketplace College degree with concentration in business management, finance, or risk management or equivalent work experience is required. The inclination to seek and analyze data from a variety of sources to support decisions and to align others with the organization's overall strategy. An entrepreneurial and creative approach to developing new, innovative ideas that will stretch the organization and push the boundaries within the industry. Ability to seek opinions of others, process feedback and take smart risks. A high degree of integrity and able to act in a transparent and consistent manner while always taking into account what is best for the organization. Self-reflective and aware of his/her own limitations; leads by example and drives the organization's performance with an attitude of continuous improvement. Mindset to enable breakthrough innovations and business models that create value for all stakeholders, continually challenging traditional approaches. What makes you stand out: Strong performance orientation and drive for results Strong analytical skills, with the ability to grasp complexities and perceive relationships among business and financial issues Known for ability to respectfully and confidently collaborate and easily communicate with various stakeholders Compensation Package: This position is eligible for a base salary of $75,000, plus incentive compensation based on sales performance. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. You can be who you are. We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. What's life like at Pacific Life? Visit Base Pay Range: The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay. Your Benefits Start Day 1 Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered. Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off Paid Parental Leave as well as an Adoption Assistance Program Competitive 401k savings plan with company match and an additional contribution regardless of participation You Can Be Who You Are We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. What's life like at Pacific Life? Visit EEO Statement: Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
Vice President of Asset Management
Geronimo Hospitality Group Indianapolis, Indiana
Geronimo Hospitality Group Description: JOIN A TEAM THAT VALUES PEOPLE At Hendricks Commercial Properties, we value people who value people. We believe in creating environments where communities thrive, and we encourage our team to embrace the freedom to do amazing things. We didn't come this far to only come this far-join us in making a real impact. OUR COMMITMENT TO YOU We offer more than just a job. Our benefits include flexible work hours, Employee Discounts, Paid Time Off, Training & Development Opportunities, 401K Match, Medical Benefits, 24/7 Online Care, Pet Insurance, and many other company perks. You'll also enjoy working in beautifully designed offices, situated in dynamic downtown areas with access to great amenities that enhance your day-to-day experience. At Hendricks, you'll have the opportunity to teach what you know and learn what you don't-and community matters here. BE THE CEO OF YOUR JOB As the Vice President of Asset Management, you will lead the financial performance and strategic direction of a defined portfolio, with accountability for Revenue, NOI, and long-term value growth. You will oversee investment strategy, underwriting, business plan execution, acquisitions, dispositions, and cross-functional partnerships to ensure portfolio decisions align with company objectives. Your ability to own your work and drive success will make a direct impact on the communities we serve. YOUR KEY RESPONSIBILITIES Own the financial performance of an assigned portfolio, including Revenue, NOI, and value growth. Develop and execute asset-level and portfolio-level business plans aligned with company strategy. Lead value creation efforts through leasing strategy, capital deployment, redevelopment, expense optimization, and strategic sales. Guide underwriting, financial modeling, investment memoranda, hold/sell analysis, acquisitions, dispositions, and recapitalization efforts. Make portfolio and asset-level decisions within approved budgetary and strategic frameworks, escalating material risks as needed. Lead, mentor, and develop Asset Managers while setting clear expectations, accountability, and performance standards. Partner cross-functionally with Leasing, Real Estate Management, Development, Finance, Legal, Compliance, and other teams to drive disciplined execution. Monitor portfolio performance, market trends, risks, and opportunities while providing clear reporting and recommendations to senior leadership, ownership, investors, and Capital Partners. COMPENSATION This position offers a competitive starting salary, with opportunities for growth based on performance and tenure. Hard work matters, and we reward it. HCP24 Requirements: QUALIFICATIONS REQUIRED Education Bachelor's degree in Finance, Real Estate, Business, or related field (or equivalent experience) Experience and/or Training 8-12+ years of experience in asset management, real estate investment, or private equity Demonstrated experience managing real estate assets and driving NOI growth Experience with underwriting, financial modeling, and investment analysis Experience in leading or managing teams Technology/Equipment Proficiency in financial modeling tools, Microsoft Excel, and real estate systems PREFERRED QUALIFICATIONS Education MBA or advanced degree in Finance, Real Estate, or related field Experience and/or Training Experience across multiple asset classes (industrial, retail, mixed-use) Experience within a vertically integrated real estate platform MANDATORY REQUIREMENT U.S. Work Authorization (required). CHALLENGE ACCEPTED? At Hendricks Commercial Properties, we don't just keep our word, we make an impact. If you're ready to be the CEO of your job, embrace the freedom to do amazing things, and take your career to the next level, we'd love to have you on our team. PI040786f5-
07/17/2026
Full time
Geronimo Hospitality Group Description: JOIN A TEAM THAT VALUES PEOPLE At Hendricks Commercial Properties, we value people who value people. We believe in creating environments where communities thrive, and we encourage our team to embrace the freedom to do amazing things. We didn't come this far to only come this far-join us in making a real impact. OUR COMMITMENT TO YOU We offer more than just a job. Our benefits include flexible work hours, Employee Discounts, Paid Time Off, Training & Development Opportunities, 401K Match, Medical Benefits, 24/7 Online Care, Pet Insurance, and many other company perks. You'll also enjoy working in beautifully designed offices, situated in dynamic downtown areas with access to great amenities that enhance your day-to-day experience. At Hendricks, you'll have the opportunity to teach what you know and learn what you don't-and community matters here. BE THE CEO OF YOUR JOB As the Vice President of Asset Management, you will lead the financial performance and strategic direction of a defined portfolio, with accountability for Revenue, NOI, and long-term value growth. You will oversee investment strategy, underwriting, business plan execution, acquisitions, dispositions, and cross-functional partnerships to ensure portfolio decisions align with company objectives. Your ability to own your work and drive success will make a direct impact on the communities we serve. YOUR KEY RESPONSIBILITIES Own the financial performance of an assigned portfolio, including Revenue, NOI, and value growth. Develop and execute asset-level and portfolio-level business plans aligned with company strategy. Lead value creation efforts through leasing strategy, capital deployment, redevelopment, expense optimization, and strategic sales. Guide underwriting, financial modeling, investment memoranda, hold/sell analysis, acquisitions, dispositions, and recapitalization efforts. Make portfolio and asset-level decisions within approved budgetary and strategic frameworks, escalating material risks as needed. Lead, mentor, and develop Asset Managers while setting clear expectations, accountability, and performance standards. Partner cross-functionally with Leasing, Real Estate Management, Development, Finance, Legal, Compliance, and other teams to drive disciplined execution. Monitor portfolio performance, market trends, risks, and opportunities while providing clear reporting and recommendations to senior leadership, ownership, investors, and Capital Partners. COMPENSATION This position offers a competitive starting salary, with opportunities for growth based on performance and tenure. Hard work matters, and we reward it. HCP24 Requirements: QUALIFICATIONS REQUIRED Education Bachelor's degree in Finance, Real Estate, Business, or related field (or equivalent experience) Experience and/or Training 8-12+ years of experience in asset management, real estate investment, or private equity Demonstrated experience managing real estate assets and driving NOI growth Experience with underwriting, financial modeling, and investment analysis Experience in leading or managing teams Technology/Equipment Proficiency in financial modeling tools, Microsoft Excel, and real estate systems PREFERRED QUALIFICATIONS Education MBA or advanced degree in Finance, Real Estate, or related field Experience and/or Training Experience across multiple asset classes (industrial, retail, mixed-use) Experience within a vertically integrated real estate platform MANDATORY REQUIREMENT U.S. Work Authorization (required). CHALLENGE ACCEPTED? At Hendricks Commercial Properties, we don't just keep our word, we make an impact. If you're ready to be the CEO of your job, embrace the freedom to do amazing things, and take your career to the next level, we'd love to have you on our team. PI040786f5-
Indiana - Property/Casualty Sales Representative
Midwest Family Mutual Insurance Company Indianapolis, Indiana
Description: Midwest Family Mutual is a leading insurance provider dedicated to delivering comprehensive and innovative insurance solutions. We are committed to providing exceptional service and creating a supportive environment for our employees. As a regional carrier operating in 23 states, we offer a full array of Commercial & Personal Property and Casualty lines of business. We are looking for a self-motivated, energetic and experienced Sales Representative for our Indiana Region. Qualified candidates must reside in the State of Indiana or Ohio, and have a minimum of 4 years of sales experience in the insurance industry and/or commercial underwriting. This is a telework (work from home) position and requires high speed cable/DSL internet and a home office space. Midwest Family has maintained a remote work from home environment since 2006 with no intentions of bringing employees back into a physical office. The Regional Marketing Manager will be responsible for overseeing and driving sales activities within a designated region. This role involves developing strategic sales plans, and building strong relationships with independent agents to achieve regional sales targets. Key Responsibilities including the following: 1. Sales Strategy and Planning: Develop and implement effective sales strategies to achieve regional sales goals. Analyze market trends and customer needs to identify new business opportunities. Prepare and present sales forecasts, budgets, and reports to senior management. 2. Client Relationship Management: Manage region of professional independent insurance Agents, and appoint new with an eye on profitability and growth. Build and maintain strong relationships with customers and partners. Address agent inquiries and resolve issues promptly and effectively. Conduct Agency visits and presentations in your region to promote company products and grow current and new business. Grow written premium in the region by promoting a vast array of commercial lines products and underwrite them for profitability. 3. Market Analysis and Reporting: Conduct market research to stay informed about competitors and industry trends. Provide insights and recommendations to improve sales strategies and product offerings. Maintain accurate records of sales activities and client interactions. 4. Other functions may be assigned as business conditions warrant. Geographic region may expand to a neighboring state in the future. Requirements: Minimum of 4 years sales experience in the insurance industry and/or commercial underwriting. Bachelor's degree in Business, Marketing, or a related field is a plus. Valid driver's license, clean driving record, and physically able to operate a company vehicle. Candidates must be prepared for significant driving time, with potential for long-distance travel. Must be willing to travel as needed. Excellent communication, negotiation, and interpersonal skills. Able to independently manage a large independent sales force. Proven track record of achieving sales targets and driving business growth. Strong organizational skills and attention to detail. Ability to work independently and be self-motivated. High-speed cable/dsl internet access required. Strong computer skills required, with proficiency in Microsoft Office Suite. What We Offer: Competitive salary and performance-based bonuses. Comprehensive benefits package, including health, dental, and retirement plans (401K + Pension). Company vehicle and mobile phone. Professional development opportunities and career growth. Supportive and dynamic work environment. PI156a09b1621e-9319
07/17/2026
Full time
Description: Midwest Family Mutual is a leading insurance provider dedicated to delivering comprehensive and innovative insurance solutions. We are committed to providing exceptional service and creating a supportive environment for our employees. As a regional carrier operating in 23 states, we offer a full array of Commercial & Personal Property and Casualty lines of business. We are looking for a self-motivated, energetic and experienced Sales Representative for our Indiana Region. Qualified candidates must reside in the State of Indiana or Ohio, and have a minimum of 4 years of sales experience in the insurance industry and/or commercial underwriting. This is a telework (work from home) position and requires high speed cable/DSL internet and a home office space. Midwest Family has maintained a remote work from home environment since 2006 with no intentions of bringing employees back into a physical office. The Regional Marketing Manager will be responsible for overseeing and driving sales activities within a designated region. This role involves developing strategic sales plans, and building strong relationships with independent agents to achieve regional sales targets. Key Responsibilities including the following: 1. Sales Strategy and Planning: Develop and implement effective sales strategies to achieve regional sales goals. Analyze market trends and customer needs to identify new business opportunities. Prepare and present sales forecasts, budgets, and reports to senior management. 2. Client Relationship Management: Manage region of professional independent insurance Agents, and appoint new with an eye on profitability and growth. Build and maintain strong relationships with customers and partners. Address agent inquiries and resolve issues promptly and effectively. Conduct Agency visits and presentations in your region to promote company products and grow current and new business. Grow written premium in the region by promoting a vast array of commercial lines products and underwrite them for profitability. 3. Market Analysis and Reporting: Conduct market research to stay informed about competitors and industry trends. Provide insights and recommendations to improve sales strategies and product offerings. Maintain accurate records of sales activities and client interactions. 4. Other functions may be assigned as business conditions warrant. Geographic region may expand to a neighboring state in the future. Requirements: Minimum of 4 years sales experience in the insurance industry and/or commercial underwriting. Bachelor's degree in Business, Marketing, or a related field is a plus. Valid driver's license, clean driving record, and physically able to operate a company vehicle. Candidates must be prepared for significant driving time, with potential for long-distance travel. Must be willing to travel as needed. Excellent communication, negotiation, and interpersonal skills. Able to independently manage a large independent sales force. Proven track record of achieving sales targets and driving business growth. Strong organizational skills and attention to detail. Ability to work independently and be self-motivated. High-speed cable/dsl internet access required. Strong computer skills required, with proficiency in Microsoft Office Suite. What We Offer: Competitive salary and performance-based bonuses. Comprehensive benefits package, including health, dental, and retirement plans (401K + Pension). Company vehicle and mobile phone. Professional development opportunities and career growth. Supportive and dynamic work environment. PI156a09b1621e-9319
Commercial Lines Insurance Marketing Specialist
Legacy Risk Solutions LLC Atlanta, Georgia
Description: About Legacy Risk Solutions Legacy Risk Solutions is a leading independent insurance agency platform headquartered in Gainesville, Georgia. Through its growing network of agency partners across the Southeast, Legacy provides commercial insurance, employee benefits, personal insurance, and risk management solutions to businesses and individuals. Built on a people-first culture rooted in integrity, growth, and partnership, Legacy combines local expertise with the strength and resources of a larger organization to deliver exceptional service and long-term success for clients, employees, and agency partners. Position Summary Legacy Risk Solutions is seeking a knowledgeable and detail-oriented Commercial Lines Insurance Marketing Specialist to join our growing team. This role is responsible for marketing new and renewal commercial insurance business by partnering with Producers, Account Managers, and carrier partners to secure competitive insurance solutions that meet clients' unique risk management needs. The ideal candidate thrives in a fast-paced agency environment, enjoys building strong carrier relationships, and has a deep understanding of commercial insurance markets, underwriting requirements, and carrier appetites. This individual plays a critical role in supporting business growth by delivering creative placement strategies and exceptional internal service. What You'll Do Partner with Producers and Account Managers to develop effective marketing strategies for new and renewal commercial insurance accounts. Prepare and submit comprehensive underwriting information to carrier partners to obtain competitive quotes across multiple lines of business. Evaluate carrier proposals, policy terms, endorsements, exclusions, and underwriting subjectivities to ensure appropriate coverage recommendations. Review firm quotes for accuracy and completeness before presenting options to Producers and Account Managers. Prepare professional client proposals that clearly communicate coverage options and carrier recommendations. Coordinate the binding of coverage and ensure timely completion of all required documentation. Communicate carrier recommendations, coverage differences, and underwriting considerations to Producers and Account Managers. Build and maintain strong relationships with carrier marketing representatives and underwriters to understand carrier appetites, product offerings, and market trends. Participate in carrier meetings, product training, webinars, and continuing education to remain current on industry developments and market opportunities. Identify opportunities to improve marketing processes, carrier relationships, and placement strategies. Maintain accurate documentation within the agency management system while ensuring compliance with agency standards. Support agency growth by delivering responsive, accurate, and timely marketing services. Requirements: What We're Looking For High school diploma or equivalent required; associate's or bachelor's degree preferred. Minimum of 2-4 years of commercial lines insurance experience within an independent insurance agency. Active Property & Casualty (P&C) insurance license preferred or the ability to obtain within a designated timeframe. Strong understanding of commercial insurance products, underwriting principles, and carrier marketing processes. Experience working with Applied Epic or similar agency management systems preferred. Proficiency in Microsoft Office Suite, including Excel, Word, and PowerPoint. Excellent organizational, analytical, and problem-solving skills with exceptional attention to detail. Strong written and verbal communication skills with the ability to build relationships with carriers, producers, and internal business partners. Ability to manage multiple priorities and deadlines while maintaining a high level of accuracy. Self-motivated, collaborative, and committed to delivering exceptional internal customer service. Benefits Medical, dental, and vision insurance 401(k) with company match Flexible Spending Account (FSA) Life insurance coverage Short-term and long-term disability coverage Accident and critical illness insurance options Generous Paid Time Off (PTO) Equal Opportunity Employer Legacy Risk Solutions is an Equal Opportunity Employer. We are committed to creating a diverse and inclusive workplace and welcome applicants from all backgrounds. PI8cb3-6867
07/17/2026
Full time
Description: About Legacy Risk Solutions Legacy Risk Solutions is a leading independent insurance agency platform headquartered in Gainesville, Georgia. Through its growing network of agency partners across the Southeast, Legacy provides commercial insurance, employee benefits, personal insurance, and risk management solutions to businesses and individuals. Built on a people-first culture rooted in integrity, growth, and partnership, Legacy combines local expertise with the strength and resources of a larger organization to deliver exceptional service and long-term success for clients, employees, and agency partners. Position Summary Legacy Risk Solutions is seeking a knowledgeable and detail-oriented Commercial Lines Insurance Marketing Specialist to join our growing team. This role is responsible for marketing new and renewal commercial insurance business by partnering with Producers, Account Managers, and carrier partners to secure competitive insurance solutions that meet clients' unique risk management needs. The ideal candidate thrives in a fast-paced agency environment, enjoys building strong carrier relationships, and has a deep understanding of commercial insurance markets, underwriting requirements, and carrier appetites. This individual plays a critical role in supporting business growth by delivering creative placement strategies and exceptional internal service. What You'll Do Partner with Producers and Account Managers to develop effective marketing strategies for new and renewal commercial insurance accounts. Prepare and submit comprehensive underwriting information to carrier partners to obtain competitive quotes across multiple lines of business. Evaluate carrier proposals, policy terms, endorsements, exclusions, and underwriting subjectivities to ensure appropriate coverage recommendations. Review firm quotes for accuracy and completeness before presenting options to Producers and Account Managers. Prepare professional client proposals that clearly communicate coverage options and carrier recommendations. Coordinate the binding of coverage and ensure timely completion of all required documentation. Communicate carrier recommendations, coverage differences, and underwriting considerations to Producers and Account Managers. Build and maintain strong relationships with carrier marketing representatives and underwriters to understand carrier appetites, product offerings, and market trends. Participate in carrier meetings, product training, webinars, and continuing education to remain current on industry developments and market opportunities. Identify opportunities to improve marketing processes, carrier relationships, and placement strategies. Maintain accurate documentation within the agency management system while ensuring compliance with agency standards. Support agency growth by delivering responsive, accurate, and timely marketing services. Requirements: What We're Looking For High school diploma or equivalent required; associate's or bachelor's degree preferred. Minimum of 2-4 years of commercial lines insurance experience within an independent insurance agency. Active Property & Casualty (P&C) insurance license preferred or the ability to obtain within a designated timeframe. Strong understanding of commercial insurance products, underwriting principles, and carrier marketing processes. Experience working with Applied Epic or similar agency management systems preferred. Proficiency in Microsoft Office Suite, including Excel, Word, and PowerPoint. Excellent organizational, analytical, and problem-solving skills with exceptional attention to detail. Strong written and verbal communication skills with the ability to build relationships with carriers, producers, and internal business partners. Ability to manage multiple priorities and deadlines while maintaining a high level of accuracy. Self-motivated, collaborative, and committed to delivering exceptional internal customer service. Benefits Medical, dental, and vision insurance 401(k) with company match Flexible Spending Account (FSA) Life insurance coverage Short-term and long-term disability coverage Accident and critical illness insurance options Generous Paid Time Off (PTO) Equal Opportunity Employer Legacy Risk Solutions is an Equal Opportunity Employer. We are committed to creating a diverse and inclusive workplace and welcome applicants from all backgrounds. PI8cb3-6867
Commercial Lines Insurance Marketing Specialist
Legacy Risk Solutions LLC Valdosta, Georgia
Description: About Legacy Risk Solutions Legacy Risk Solutions is a leading independent insurance agency platform headquartered in Gainesville, Georgia. Through its growing network of agency partners across the Southeast, Legacy provides commercial insurance, employee benefits, personal insurance, and risk management solutions to businesses and individuals. Built on a people-first culture rooted in integrity, growth, and partnership, Legacy combines local expertise with the strength and resources of a larger organization to deliver exceptional service and long-term success for clients, employees, and agency partners. Position Summary Legacy Risk Solutions is seeking a knowledgeable and detail-oriented Commercial Lines Insurance Marketing Specialist to join our growing team. This role is responsible for marketing new and renewal commercial insurance business by partnering with Producers, Account Managers, and carrier partners to secure competitive insurance solutions that meet clients' unique risk management needs. The ideal candidate thrives in a fast-paced agency environment, enjoys building strong carrier relationships, and has a deep understanding of commercial insurance markets, underwriting requirements, and carrier appetites. This individual plays a critical role in supporting business growth by delivering creative placement strategies and exceptional internal service. What You'll Do Partner with Producers and Account Managers to develop effective marketing strategies for new and renewal commercial insurance accounts. Prepare and submit comprehensive underwriting information to carrier partners to obtain competitive quotes across multiple lines of business. Evaluate carrier proposals, policy terms, endorsements, exclusions, and underwriting subjectivities to ensure appropriate coverage recommendations. Review firm quotes for accuracy and completeness before presenting options to Producers and Account Managers. Prepare professional client proposals that clearly communicate coverage options and carrier recommendations. Coordinate the binding of coverage and ensure timely completion of all required documentation. Communicate carrier recommendations, coverage differences, and underwriting considerations to Producers and Account Managers. Build and maintain strong relationships with carrier marketing representatives and underwriters to understand carrier appetites, product offerings, and market trends. Participate in carrier meetings, product training, webinars, and continuing education to remain current on industry developments and market opportunities. Identify opportunities to improve marketing processes, carrier relationships, and placement strategies. Maintain accurate documentation within the agency management system while ensuring compliance with agency standards. Support agency growth by delivering responsive, accurate, and timely marketing services. Requirements: What We're Looking For High school diploma or equivalent required; associate's or bachelor's degree preferred. Minimum of 2-4 years of commercial lines insurance experience within an independent insurance agency. Active Property & Casualty (P&C) insurance license preferred or the ability to obtain within a designated timeframe. Strong understanding of commercial insurance products, underwriting principles, and carrier marketing processes. Experience working with Applied Epic or similar agency management systems preferred. Proficiency in Microsoft Office Suite, including Excel, Word, and PowerPoint. Excellent organizational, analytical, and problem-solving skills with exceptional attention to detail. Strong written and verbal communication skills with the ability to build relationships with carriers, producers, and internal business partners. Ability to manage multiple priorities and deadlines while maintaining a high level of accuracy. Self-motivated, collaborative, and committed to delivering exceptional internal customer service. Benefits Medical, dental, and vision insurance 401(k) with company match Flexible Spending Account (FSA) Life insurance coverage Short-term and long-term disability coverage Accident and critical illness insurance options Generous Paid Time Off (PTO) Equal Opportunity Employer Legacy Risk Solutions is an Equal Opportunity Employer. We are committed to creating a diverse and inclusive workplace and welcome applicants from all backgrounds.Deadline and detail-oriented with strong problem-solving and analytical skills. PIfc2d783d07fd-6869
07/17/2026
Full time
Description: About Legacy Risk Solutions Legacy Risk Solutions is a leading independent insurance agency platform headquartered in Gainesville, Georgia. Through its growing network of agency partners across the Southeast, Legacy provides commercial insurance, employee benefits, personal insurance, and risk management solutions to businesses and individuals. Built on a people-first culture rooted in integrity, growth, and partnership, Legacy combines local expertise with the strength and resources of a larger organization to deliver exceptional service and long-term success for clients, employees, and agency partners. Position Summary Legacy Risk Solutions is seeking a knowledgeable and detail-oriented Commercial Lines Insurance Marketing Specialist to join our growing team. This role is responsible for marketing new and renewal commercial insurance business by partnering with Producers, Account Managers, and carrier partners to secure competitive insurance solutions that meet clients' unique risk management needs. The ideal candidate thrives in a fast-paced agency environment, enjoys building strong carrier relationships, and has a deep understanding of commercial insurance markets, underwriting requirements, and carrier appetites. This individual plays a critical role in supporting business growth by delivering creative placement strategies and exceptional internal service. What You'll Do Partner with Producers and Account Managers to develop effective marketing strategies for new and renewal commercial insurance accounts. Prepare and submit comprehensive underwriting information to carrier partners to obtain competitive quotes across multiple lines of business. Evaluate carrier proposals, policy terms, endorsements, exclusions, and underwriting subjectivities to ensure appropriate coverage recommendations. Review firm quotes for accuracy and completeness before presenting options to Producers and Account Managers. Prepare professional client proposals that clearly communicate coverage options and carrier recommendations. Coordinate the binding of coverage and ensure timely completion of all required documentation. Communicate carrier recommendations, coverage differences, and underwriting considerations to Producers and Account Managers. Build and maintain strong relationships with carrier marketing representatives and underwriters to understand carrier appetites, product offerings, and market trends. Participate in carrier meetings, product training, webinars, and continuing education to remain current on industry developments and market opportunities. Identify opportunities to improve marketing processes, carrier relationships, and placement strategies. Maintain accurate documentation within the agency management system while ensuring compliance with agency standards. Support agency growth by delivering responsive, accurate, and timely marketing services. Requirements: What We're Looking For High school diploma or equivalent required; associate's or bachelor's degree preferred. Minimum of 2-4 years of commercial lines insurance experience within an independent insurance agency. Active Property & Casualty (P&C) insurance license preferred or the ability to obtain within a designated timeframe. Strong understanding of commercial insurance products, underwriting principles, and carrier marketing processes. Experience working with Applied Epic or similar agency management systems preferred. Proficiency in Microsoft Office Suite, including Excel, Word, and PowerPoint. Excellent organizational, analytical, and problem-solving skills with exceptional attention to detail. Strong written and verbal communication skills with the ability to build relationships with carriers, producers, and internal business partners. Ability to manage multiple priorities and deadlines while maintaining a high level of accuracy. Self-motivated, collaborative, and committed to delivering exceptional internal customer service. Benefits Medical, dental, and vision insurance 401(k) with company match Flexible Spending Account (FSA) Life insurance coverage Short-term and long-term disability coverage Accident and critical illness insurance options Generous Paid Time Off (PTO) Equal Opportunity Employer Legacy Risk Solutions is an Equal Opportunity Employer. We are committed to creating a diverse and inclusive workplace and welcome applicants from all backgrounds.Deadline and detail-oriented with strong problem-solving and analytical skills. PIfc2d783d07fd-6869
Commercial Portfolio Manager - Biltmore/Phoenix (AZ)
National Bank of Arizona Phoenix, Arizona
At National Bank of Arizona, we're a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premises of building local relationships, we pride ourselves on providing our clients, shareholders and each other with the best possible tools, resources and opportunities. Our workplace culture is based on inclusivity and collaboration, so we can give our customers as well as our employees the best possible environment to thrive. More than 40 years later, our approach hasn't changed. At NBAZ, the possibilities are endless - come for the job, stay for a career. NBAZ is looking for Commercial Portfolio Manager candidates to join Arizona's Community Bank for our Phoenix Metro Commercial Market. This role focuses on identifying appropriate lending opportunities, soliciting, and developing all types of business activity, specializing in commercial loans and participates in the development of overall commercial loan objectives, policies, and practices. If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you! Essential Functions: Responsible for managing and servicing a portfolio of existing loan relationships. Responsible for expanding and building relationships resulting in excellent customer satisfaction. Responsible for ensuring financial statements are spread and analyzed, addressing industry risks, monitoring collateral requirements, loan structuring and pricing, credit analysis, monitoring credit performance and assisting with loan presentations. Handles reporting on loans such as past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, risk grades, etc. Keeps informed of financial and market trends in the portfolio and analyzes those trends for the effect they will have on the portfolio. Assists bankers with new and existing loan requests and other special projects. Senior level may manage Analysts and Loan Specialists. Other duties as assigned. Qualifications: Requires a bachelor's degree in Finance, Business or other related field and 2+ years of banking, relationship management, underwriting and credit experience or other directly related experience. An equivalent combination of education and experience may meet qualifications. Knowledge of various types of loans, credit analysis, spreading and analyzing financial statements, risk analysis, credit scoring, loan documentation, etc. Knowledge of banking products, services, policies, procedures, and regulations. Solid credit skills in underwriting, financial modeling, valuations, and adherence to policy. Requires solid customer service, relationship, organizational, analytical, and creative problem-solving skills. Ability to meet deadlines. Must have solid communications skills, both verbal and written. Knowledge of various software applications including word processing and spreadsheets. Local candidates only. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance. Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts. Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays. 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience. Mental health benefits include coaching and therapy sessions. Tuition Reimbursement for qualifying employees. Employee Ambassador preferred banking products.
07/17/2026
At National Bank of Arizona, we're a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premises of building local relationships, we pride ourselves on providing our clients, shareholders and each other with the best possible tools, resources and opportunities. Our workplace culture is based on inclusivity and collaboration, so we can give our customers as well as our employees the best possible environment to thrive. More than 40 years later, our approach hasn't changed. At NBAZ, the possibilities are endless - come for the job, stay for a career. NBAZ is looking for Commercial Portfolio Manager candidates to join Arizona's Community Bank for our Phoenix Metro Commercial Market. This role focuses on identifying appropriate lending opportunities, soliciting, and developing all types of business activity, specializing in commercial loans and participates in the development of overall commercial loan objectives, policies, and practices. If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you! Essential Functions: Responsible for managing and servicing a portfolio of existing loan relationships. Responsible for expanding and building relationships resulting in excellent customer satisfaction. Responsible for ensuring financial statements are spread and analyzed, addressing industry risks, monitoring collateral requirements, loan structuring and pricing, credit analysis, monitoring credit performance and assisting with loan presentations. Handles reporting on loans such as past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, risk grades, etc. Keeps informed of financial and market trends in the portfolio and analyzes those trends for the effect they will have on the portfolio. Assists bankers with new and existing loan requests and other special projects. Senior level may manage Analysts and Loan Specialists. Other duties as assigned. Qualifications: Requires a bachelor's degree in Finance, Business or other related field and 2+ years of banking, relationship management, underwriting and credit experience or other directly related experience. An equivalent combination of education and experience may meet qualifications. Knowledge of various types of loans, credit analysis, spreading and analyzing financial statements, risk analysis, credit scoring, loan documentation, etc. Knowledge of banking products, services, policies, procedures, and regulations. Solid credit skills in underwriting, financial modeling, valuations, and adherence to policy. Requires solid customer service, relationship, organizational, analytical, and creative problem-solving skills. Ability to meet deadlines. Must have solid communications skills, both verbal and written. Knowledge of various software applications including word processing and spreadsheets. Local candidates only. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance. Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts. Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays. 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience. Mental health benefits include coaching and therapy sessions. Tuition Reimbursement for qualifying employees. Employee Ambassador preferred banking products.
Senior Processor
Merchants Bank of Indiana Carmel, Indiana
Description: The Senior Processor serves as a lead role within Mortgage Operations, responsible for guiding a team of loan processors to deliver timely, accurate, and compliant loan files. This role acts as a key liaison between processing, underwriting, closing, and leadership, driving operational efficiency, file quality, and service excellence while fostering team development and performance. Expected Outcomes Consistent delivery of high-quality, compliant loan files for self and processing team Strong leadership resulting in an engaged, high-performing processing team Timely progression of loans through the pipeline aligned with milestone expectations High satisfaction levels among customers, loan officers, internal partners, and vendors Improved operational efficiency and repeat business through excellent service The Senior Processor will be able to do the following confidently and independently Guide, coach, and strengthen a team of Loan Processors Conduct regular pipeline reviews Work with Ops Manager to develop ongoing training, mentoring and support on guidelines and systems Assist Ops Manager in making new hires successful Foster a high-performance, collaborative team environment Monitor team pipelines and daily reports to ensure loans are progressing within expected timing commitments for each Milestone. Track key metrics per processor Providing high-level processing for special service loans and employee loans Identify bottlenecks and proactively resolve issues Act as escalation point for complex loan scenarios and borrower/loan officer/vendor issues Partner with internal leadership to quickly resolve conditions and help loans move to closing Assist processors with structuring of loan files and direct to resources Maintain strong knowledge of products, guidelines and overlays Identify opportunities to streamline workflows, recommendations for system enhancements, and reduce cycle times, Drive adoption of best practices across team Work together with Ops Manager to enhance team collaboration, high-efficiency and drive Requirements: What we are looking for 7+ years of mortgage processing experience 1-3 years in a leadership or senior processor role Strong knowledge of agency and government loan guidelines Mortgage experience in a banking environment is a plus Excellent communication and problem-solving skills Strong leadership and coaching skills Proficiency in LOS systems, Encompass preferred Strong diligence and compliance orientation Ability to manage multiple priorities in a demanding environment and make clear decisions to direct team Our Benefits: Health, Vision, Dental, 401K, ESOP, 100% Tuition Assistance, 4 weeks paid time off, plus a few more. About Merchants Ranked as a top performing U.S. public bank by S&P Global Market Intelligence, Merchants Bancorp is a diversified bank holding company headquartered in Carmel, Indiana operating multiple segments, including Multi-family Mortgage Banking that offers multi-family housing and healthcare facility financing and servicing; Mortgage Warehousing that offers mortgage warehouse financing; and Banking that offers retail and correspondent residential mortgage banking, agricultural lending, and traditional community banking. Merchants Bancorp, with $18.8 billion in assets and $11.9 billion in deposits as of December 31, 2024, conducts its business primarily through its direct and indirect subsidiaries, Merchants Bank of Indiana, Merchants Capital Corp., Merchants Capital Investments, LLC, Merchants Capital Servicing, LLC, Merchants Asset Management, LLC, and Merchants Mortgage, a division of Merchants Bank of Indiana. Merchants Bank and Merchants Capital have recently been honored with the 2025 USA Today Top Workplaces recognition, ranking 22nd nationally within the 500-999 employee category. This is the second year that Merchants has been recognized with this award. These accolades build on our strong history of workplace recognition, including being named a Best Place to Work in Indiana for seven consecutive years (). For more information read the entire article here . PM20 PId5a79afd7aaa-6028
07/17/2026
Full time
Description: The Senior Processor serves as a lead role within Mortgage Operations, responsible for guiding a team of loan processors to deliver timely, accurate, and compliant loan files. This role acts as a key liaison between processing, underwriting, closing, and leadership, driving operational efficiency, file quality, and service excellence while fostering team development and performance. Expected Outcomes Consistent delivery of high-quality, compliant loan files for self and processing team Strong leadership resulting in an engaged, high-performing processing team Timely progression of loans through the pipeline aligned with milestone expectations High satisfaction levels among customers, loan officers, internal partners, and vendors Improved operational efficiency and repeat business through excellent service The Senior Processor will be able to do the following confidently and independently Guide, coach, and strengthen a team of Loan Processors Conduct regular pipeline reviews Work with Ops Manager to develop ongoing training, mentoring and support on guidelines and systems Assist Ops Manager in making new hires successful Foster a high-performance, collaborative team environment Monitor team pipelines and daily reports to ensure loans are progressing within expected timing commitments for each Milestone. Track key metrics per processor Providing high-level processing for special service loans and employee loans Identify bottlenecks and proactively resolve issues Act as escalation point for complex loan scenarios and borrower/loan officer/vendor issues Partner with internal leadership to quickly resolve conditions and help loans move to closing Assist processors with structuring of loan files and direct to resources Maintain strong knowledge of products, guidelines and overlays Identify opportunities to streamline workflows, recommendations for system enhancements, and reduce cycle times, Drive adoption of best practices across team Work together with Ops Manager to enhance team collaboration, high-efficiency and drive Requirements: What we are looking for 7+ years of mortgage processing experience 1-3 years in a leadership or senior processor role Strong knowledge of agency and government loan guidelines Mortgage experience in a banking environment is a plus Excellent communication and problem-solving skills Strong leadership and coaching skills Proficiency in LOS systems, Encompass preferred Strong diligence and compliance orientation Ability to manage multiple priorities in a demanding environment and make clear decisions to direct team Our Benefits: Health, Vision, Dental, 401K, ESOP, 100% Tuition Assistance, 4 weeks paid time off, plus a few more. About Merchants Ranked as a top performing U.S. public bank by S&P Global Market Intelligence, Merchants Bancorp is a diversified bank holding company headquartered in Carmel, Indiana operating multiple segments, including Multi-family Mortgage Banking that offers multi-family housing and healthcare facility financing and servicing; Mortgage Warehousing that offers mortgage warehouse financing; and Banking that offers retail and correspondent residential mortgage banking, agricultural lending, and traditional community banking. Merchants Bancorp, with $18.8 billion in assets and $11.9 billion in deposits as of December 31, 2024, conducts its business primarily through its direct and indirect subsidiaries, Merchants Bank of Indiana, Merchants Capital Corp., Merchants Capital Investments, LLC, Merchants Capital Servicing, LLC, Merchants Asset Management, LLC, and Merchants Mortgage, a division of Merchants Bank of Indiana. Merchants Bank and Merchants Capital have recently been honored with the 2025 USA Today Top Workplaces recognition, ranking 22nd nationally within the 500-999 employee category. This is the second year that Merchants has been recognized with this award. These accolades build on our strong history of workplace recognition, including being named a Best Place to Work in Indiana for seven consecutive years (). For more information read the entire article here . PM20 PId5a79afd7aaa-6028
Workforce Benefits Sales Consultant - Broker Distribution (Houston)
Pacific Life Austin, Texas
Job Description: Pacific Life is seeking a skilled sales professional to support the growth of Broker Distribution within the Workforce Benefits organization. You will play an integral part in Pacific Life's efforts to establish and grow a $1B revenue, profitable business in the Workforce Benefits market. This role is considered to be 100% remote, as travel is required, and our ideal candidate for this role will have the territory of Houston. As Sales Consultant - Broker Distribution you'll play a key role in the startup and long-term success of this business by working with leaders in the Workforce Benefits division to meet established goals and objectives. Your focus will be on building relationships, developing and executing broker specific strategies and driving growth toward sales goals within the Broker Distribution Channel. You are responsible for bringing our business to the broker market and meeting annual metrics-based sales objectives. The role will align with other Workforce Benefits Distribution resources to educate the Broker and GA marketplace around Pacific Life's Group Benefits value proposition and meet collective sales goals. You will report directly to Regional Sales Manager of the Southeast Region. How you'll help move us forward: Support the creation and execution of a strategy for Broker Distribution that helps meet new sales, retention, profitability and expense objectives. Meet annual sales goals as established by the Sales Leadership Partner with Workforce Benefits Distribution resources to deliver the Workforce Benefits story to the broker community. Continually work to strengthen, deepen, and grow broker relationships. Execute appropriate number of broker meetings per week with assigned brokers. Drive a pipeline of appropriate number of RFP's per month. Build and advance local broker relationships to drive sales and increase the Pacific Life brand in your market. Demonstrate proficiency in the group products sold by Pacific Life. Maintain strong connections with underwriting, product, pricing, regulatory compliance, and actuarial pricing teams to ensure alignment on critical deliverables with your broker relationships. Utilize established and innovative approaches, tools and partners to enable efficient, deliberate and robust growth objectives. Bring a customer-first mindset: prioritize customer and broker viewpoints in decision-making. Participate in ongoing industry and community activities to stay attuned to industry trends. Represent the company as needed with legislative platforms, industry events, community activities. Perform other job-related duties or special projects as required. The experience you bring: 5+ years' experience in group benefits sales with an established presence in the broker marketplace College degree with concentration in business management, finance, or risk management or equivalent work experience is required. The inclination to seek and analyze data from a variety of sources to support decisions and to align others with the organization's overall strategy. An entrepreneurial and creative approach to developing new, innovative ideas that will stretch the organization and push the boundaries within the industry. Ability to seek opinions of others, process feedback and take smart risks. A high degree of integrity and able to act in a transparent and consistent manner while always taking into account what is best for the organization. Self-reflective and aware of his/her own limitations; leads by example and drives the organization's performance with an attitude of continuous improvement. Mindset to enable breakthrough innovations and business models that create value for all stakeholders, continually challenging traditional approaches. What makes you stand out: Strong performance orientation and drive for results Strong analytical skills, with the ability to grasp complexities and perceive relationships among business and financial issues Known for ability to respectfully and confidently collaborate and easily communicate with various stakeholders Compensation Package: This position is eligible for a base salary of $75,000, plus incentive compensation based on sales performance. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. You can be who you are. We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. What's life like at Pacific Life? Visit Base Pay Range: The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay. Your Benefits Start Day 1 Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered. Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off Paid Parental Leave as well as an Adoption Assistance Program Competitive 401k savings plan with company match and an additional contribution regardless of participation You Can Be Who You Are We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. What's life like at Pacific Life? Visit EEO Statement: Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
07/16/2026
Full time
Job Description: Pacific Life is seeking a skilled sales professional to support the growth of Broker Distribution within the Workforce Benefits organization. You will play an integral part in Pacific Life's efforts to establish and grow a $1B revenue, profitable business in the Workforce Benefits market. This role is considered to be 100% remote, as travel is required, and our ideal candidate for this role will have the territory of Houston. As Sales Consultant - Broker Distribution you'll play a key role in the startup and long-term success of this business by working with leaders in the Workforce Benefits division to meet established goals and objectives. Your focus will be on building relationships, developing and executing broker specific strategies and driving growth toward sales goals within the Broker Distribution Channel. You are responsible for bringing our business to the broker market and meeting annual metrics-based sales objectives. The role will align with other Workforce Benefits Distribution resources to educate the Broker and GA marketplace around Pacific Life's Group Benefits value proposition and meet collective sales goals. You will report directly to Regional Sales Manager of the Southeast Region. How you'll help move us forward: Support the creation and execution of a strategy for Broker Distribution that helps meet new sales, retention, profitability and expense objectives. Meet annual sales goals as established by the Sales Leadership Partner with Workforce Benefits Distribution resources to deliver the Workforce Benefits story to the broker community. Continually work to strengthen, deepen, and grow broker relationships. Execute appropriate number of broker meetings per week with assigned brokers. Drive a pipeline of appropriate number of RFP's per month. Build and advance local broker relationships to drive sales and increase the Pacific Life brand in your market. Demonstrate proficiency in the group products sold by Pacific Life. Maintain strong connections with underwriting, product, pricing, regulatory compliance, and actuarial pricing teams to ensure alignment on critical deliverables with your broker relationships. Utilize established and innovative approaches, tools and partners to enable efficient, deliberate and robust growth objectives. Bring a customer-first mindset: prioritize customer and broker viewpoints in decision-making. Participate in ongoing industry and community activities to stay attuned to industry trends. Represent the company as needed with legislative platforms, industry events, community activities. Perform other job-related duties or special projects as required. The experience you bring: 5+ years' experience in group benefits sales with an established presence in the broker marketplace College degree with concentration in business management, finance, or risk management or equivalent work experience is required. The inclination to seek and analyze data from a variety of sources to support decisions and to align others with the organization's overall strategy. An entrepreneurial and creative approach to developing new, innovative ideas that will stretch the organization and push the boundaries within the industry. Ability to seek opinions of others, process feedback and take smart risks. A high degree of integrity and able to act in a transparent and consistent manner while always taking into account what is best for the organization. Self-reflective and aware of his/her own limitations; leads by example and drives the organization's performance with an attitude of continuous improvement. Mindset to enable breakthrough innovations and business models that create value for all stakeholders, continually challenging traditional approaches. What makes you stand out: Strong performance orientation and drive for results Strong analytical skills, with the ability to grasp complexities and perceive relationships among business and financial issues Known for ability to respectfully and confidently collaborate and easily communicate with various stakeholders Compensation Package: This position is eligible for a base salary of $75,000, plus incentive compensation based on sales performance. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. You can be who you are. We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. What's life like at Pacific Life? Visit Base Pay Range: The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay. Your Benefits Start Day 1 Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered. Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off Paid Parental Leave as well as an Adoption Assistance Program Competitive 401k savings plan with company match and an additional contribution regardless of participation You Can Be Who You Are We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. What's life like at Pacific Life? Visit EEO Statement: Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
Account Manager - Personal Lines
Legacy Risk Solutions LLC Asheville, North Carolina
Description: About Legacy Risk Solutions Legacy Risk Solutions is a leading independent insurance agency platform headquartered in Gainesville, Georgia. Through its growing network of agency partners across the Southeast, Legacy provides commercial insurance, employee benefits, personal insurance, and risk management solutions to businesses and individuals. Built on a people-first culture rooted in integrity, growth, and partnership, Legacy combines local expertise with the strength and resources of a larger organization to deliver exceptional service and long-term success for clients, employees, and agency partners. Position Summary Legacy Risk Solutions is seeking a detail-oriented and customer-focused Personal Lines Account Manager to join our team. This role is responsible for managing the full lifecycle of personal insurance accounts, including new business, renewals, policy servicing, endorsements, billing support, and day-to-day client service. Working closely with producers, carrier partners, and clients, the Personal Lines Account Manager plays a key role in delivering a seamless client experience while ensuring the timely and accurate servicing of policies. The ideal candidate thrives in a fast-paced agency environment, enjoys building strong client relationships, and takes pride in delivering responsive, high-quality service while supporting client retention and agency growth. What You'll Do Manage the full lifecycle of Personal Lines accounts, including new business, renewals, endorsements, policy changes, and ongoing account servicing. Partner with Producers to prepare for and manage the renewal process, including renewal meetings and coverage recommendations. Prepare marketing submissions and obtain competitive coverage options from carrier partners. Process policy endorsements, premium-bearing change requests, renewals, audits, cancellations, and non-renewals while ensuring accuracy and compliance. Communicate with clients and insurance carriers regarding policy updates, billing inquiries, coverage changes, and service requests. Assist with policy binding, premium collection, billing support, and audit processing. Review policies and endorsements for accuracy and resolve discrepancies with carriers as needed. Coordinate the issuance of certificates, policy documents, and other client deliverables. Order motor vehicle reports (MVRs), loss runs, and other underwriting documentation as requested. Maintain accurate electronic client files, documentation, and workflows within Applied Epic, ImageRight, and other agency systems. Support client retention by delivering exceptional service and proactively responding to client needs. Ensure all transactions are processed accurately, efficiently, and in compliance with agency and carrier guidelines. Perform other related duties and responsibilities as assigned. Requirements: What We're Looking For Active Property & Casualty (P&C) insurance license required. Minimum of 2-3 years of Personal Lines insurance or account management experience. High school diploma or equivalent required; associate's or bachelor's degree preferred. Insurance designations such as CISR, CIC, or similar are a plus. Experience with Applied Epic, or similar agency management systems preferred. Proficiency in Microsoft Office Suite; experience with Excel and PowerPoint is a plus. Strong knowledge of Personal Lines insurance products, policy servicing, and carrier workflows. Excellent customer service, verbal communication, and written communication skills. Exceptional organizational skills with the ability to manage multiple priorities and meet deadlines. High attention to detail with a commitment to accuracy and quality. Self-motivated with the ability to work independently while collaborating effectively with producers, carriers, and team members. Demonstrated problem-solving skills, initiative, and an ownership mindset focused on delivering exceptional client service. Benefits Medical, dental, and vision insurance 401(k) with company match Flexible Spending Account (FSA) Life insurance coverage Short-term and long-term disability coverage Accident and critical illness insurance options Generous Paid Time Off (PTO) Equal Opportunity Employer Legacy Risk Solutions is an Equal Opportunity Employer. We are committed to creating a diverse and inclusive workplace and welcome applicants from all backgrounds. PI1614ad0253a2-6480
07/16/2026
Full time
Description: About Legacy Risk Solutions Legacy Risk Solutions is a leading independent insurance agency platform headquartered in Gainesville, Georgia. Through its growing network of agency partners across the Southeast, Legacy provides commercial insurance, employee benefits, personal insurance, and risk management solutions to businesses and individuals. Built on a people-first culture rooted in integrity, growth, and partnership, Legacy combines local expertise with the strength and resources of a larger organization to deliver exceptional service and long-term success for clients, employees, and agency partners. Position Summary Legacy Risk Solutions is seeking a detail-oriented and customer-focused Personal Lines Account Manager to join our team. This role is responsible for managing the full lifecycle of personal insurance accounts, including new business, renewals, policy servicing, endorsements, billing support, and day-to-day client service. Working closely with producers, carrier partners, and clients, the Personal Lines Account Manager plays a key role in delivering a seamless client experience while ensuring the timely and accurate servicing of policies. The ideal candidate thrives in a fast-paced agency environment, enjoys building strong client relationships, and takes pride in delivering responsive, high-quality service while supporting client retention and agency growth. What You'll Do Manage the full lifecycle of Personal Lines accounts, including new business, renewals, endorsements, policy changes, and ongoing account servicing. Partner with Producers to prepare for and manage the renewal process, including renewal meetings and coverage recommendations. Prepare marketing submissions and obtain competitive coverage options from carrier partners. Process policy endorsements, premium-bearing change requests, renewals, audits, cancellations, and non-renewals while ensuring accuracy and compliance. Communicate with clients and insurance carriers regarding policy updates, billing inquiries, coverage changes, and service requests. Assist with policy binding, premium collection, billing support, and audit processing. Review policies and endorsements for accuracy and resolve discrepancies with carriers as needed. Coordinate the issuance of certificates, policy documents, and other client deliverables. Order motor vehicle reports (MVRs), loss runs, and other underwriting documentation as requested. Maintain accurate electronic client files, documentation, and workflows within Applied Epic, ImageRight, and other agency systems. Support client retention by delivering exceptional service and proactively responding to client needs. Ensure all transactions are processed accurately, efficiently, and in compliance with agency and carrier guidelines. Perform other related duties and responsibilities as assigned. Requirements: What We're Looking For Active Property & Casualty (P&C) insurance license required. Minimum of 2-3 years of Personal Lines insurance or account management experience. High school diploma or equivalent required; associate's or bachelor's degree preferred. Insurance designations such as CISR, CIC, or similar are a plus. Experience with Applied Epic, or similar agency management systems preferred. Proficiency in Microsoft Office Suite; experience with Excel and PowerPoint is a plus. Strong knowledge of Personal Lines insurance products, policy servicing, and carrier workflows. Excellent customer service, verbal communication, and written communication skills. Exceptional organizational skills with the ability to manage multiple priorities and meet deadlines. High attention to detail with a commitment to accuracy and quality. Self-motivated with the ability to work independently while collaborating effectively with producers, carriers, and team members. Demonstrated problem-solving skills, initiative, and an ownership mindset focused on delivering exceptional client service. Benefits Medical, dental, and vision insurance 401(k) with company match Flexible Spending Account (FSA) Life insurance coverage Short-term and long-term disability coverage Accident and critical illness insurance options Generous Paid Time Off (PTO) Equal Opportunity Employer Legacy Risk Solutions is an Equal Opportunity Employer. We are committed to creating a diverse and inclusive workplace and welcome applicants from all backgrounds. PI1614ad0253a2-6480
Relationship Manager I-III
Fresno First Bank Fresno, California
Description: About FFB Since opening our doors in 2005, FFB Bank has focused on one mission: to help businesses, professionals, and successful individuals reach their goals through personalized service and flexible financial solutions. As one of the top-performing community banks in the nation, FFB offers a full range of banking services, including business and personal accounts, specialized lending, and modern payments solutions. What It's Like to Work Here We believe our people are our greatest asset. That's why we foster a supportive, collaborative workplace where employees are empowered to grow, contribute ideas, and make a real impact. Highlights include: Employee ownership through our ESOP program A collaborative, close-knit culture Opportunities to participate in community and networking events Benefits: Medical, dental, and vision coverage Life insurance Paid vacation 401(k) retirement plan Training & development opportunities Tuition reimbursement Employee Assistance Program Internal job postings and referral program Our Values At FFB, we live by our core values: Teamwork, Relationship, Authenticity, and Commitment (TRAC). Our team members bring these values to life by collaborating with colleagues, building trust with clients, communicating openly, and taking pride in doing amazing work every day! About the Role The Relationship Manager I-III (RM) is responsible for developing, managing, and expanding deposit, loan, and merchant relationships within designated markets. This role actively sources new business, identifies client needs, and structures and negotiates financial solutions to achieve individual, departmental, and Bank-wide sales goals. The Relationship Manager builds and maintains strong client relationships, deepens existing accounts through cross-selling, and ensures a high level of client satisfaction throughout the full sales and deal lifecycle. Depending on experience and level, the RM may focus on prospecting and closing core relationships, managing more complex and higher-value portfolios, or leading sophisticated deal structures while contributing to market development and mentoring junior team members. In addition to base compensation, this role offers the opportunity to earn performance-based incentives through participation in an incentive plan. Essential Duties: Generates new leads through outbound calls, emails, networking, and in-person meetings. Builds and maintains strong relationships with prospective and existing clients to drive long-term business. Uses CRM systems to track interactions, update customer records, and manage pipeline activity. Builds new deposit, loan, and merchant relationships within assigned markets through proactive prospecting, networking, referrals, and Centers of Influence (COI). Develops and manages a portfolio of client relationships by identifying financial needs and delivering tailored banking solutions. Leads the full sales lifecycle, including prospecting, solution design, proposal development, negotiation, closing, and funding of deals. Creates and delivers effective proposals and RFP responses that address client challenges and clearly position the Bank's solutions. Gathers and analyzes detailed business and financial information required for underwriting, pricing, and approval of proposed solutions. Achieves or exceeds established goals for sales volume, revenue, margin, fees, and cross-sell performance. Maintains accurate and up-to-date pipeline, prospecting, and sales activity records using Bank-approved CRM and reporting tools. Develops and executes an annual business plan in partnership with leadership to support individual and departmental sales objectives. Strengthens market presence by participating in business development activities, community engagement, and professional networking opportunities. Monitors market trends, competitive offerings, and regulatory requirements to support informed client conversations and strategic decision-making. Collaborates with internal partners to position Bank products effectively and deliver a seamless client experience. Expands existing client relationships through cross-selling and identification of additional banking opportunities. Mentors and supports junior Relationship Managers at more senior levels by sharing best practices, sales strategies, and market insights. Embodies the TRAC Values and Critical Behaviors (Teamwork, Relationship, Authenticity, Commitment) as core principles, using them to guide daily interactions and decision-making. Completes administrative tasks with a sense of urgency, including required Bank Compliance Training. Responds to internal and external inquiries via email, phone, or messaging platforms in a timely and professional manner. Positively represents the Bank through ethical conduct and community involvement. Demonstrates an understanding of and commitment to EEO policies. Fosters a respectful, inclusive workplace by valuing cultural differences, preventing harassment of any kind, and supporting a diverse workforce. Ensures adherence to all Bank policies, procedures, and processes, along with applicable state and federal laws, rules, and regulations, ensuring confidentiality and data privacy while carrying out AML/CFT (Anti-Money Laundering and Countering the Financing of Terrorism) responsibilities specific to the role. Performs duties in an office or home office environment, involving tasks such as writing, typing, speaking, lifting moderate weights, and operating office equipment. The position requires physical activities like sitting, walking, and reaching. Reasonable accommodation can be made for individuals with disabilities to perform essential functions. Travels up to 75%, including but not limited to frequent trips to client locations, sales presentations, industry conferences, corporate events, and training sessions. Travel may include long-distance flights, overnight stays, and local transportation. Requirements: Bachelor's degree from an accredited college or university preferred; relevant field preferred (e.g., Business, Finance, or related). Minimum 3-5 years of related experience in banking, financial services, or relevant industry required. Proficiency with Microsoft Office Suite (Excel, Word, Outlook) required. Demonstrated ability to cross-sell and explain all products and services with confidence and authority. Knowledge of commercial banking products and services as well as strong understanding of federal compliance regulations required. Ability to take initiative and effect change within the Bank through consensus building, negotiation, and conflict resolution. Effective oral, written, and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers, vendors and employees. Strong organizational and time management abilities with attention to detail. Strong teamwork and relationship skills to lead collaborative efforts, foster alignment, and drive results across teams. Ability to take initiative and impact change within the Bank through consensus building and conflict resolution. Willingness to take on special projects and perform other duties as assigned, beyond core responsibilities, to support team and organizational needs. Commitment to continuous learning and professional development to stay current with industry standards and best practices. Ability to maintain authenticity and integrity in all professional interactions, ensuring trust and credibility with stakeholders. Capable of managing multiple priorities and meeting deadlines in a dynamic environment. Ability to work independently with minimal supervision and as part of a team. Proven ability to adapt to changing priorities and procedures. Current driver's license and a vehicle with appropriate insurance coverage if required to drive while performing assigned duties and responsibilities. Compensation details: 00 Yearly Salary PIbce07-6963
07/16/2026
Full time
Description: About FFB Since opening our doors in 2005, FFB Bank has focused on one mission: to help businesses, professionals, and successful individuals reach their goals through personalized service and flexible financial solutions. As one of the top-performing community banks in the nation, FFB offers a full range of banking services, including business and personal accounts, specialized lending, and modern payments solutions. What It's Like to Work Here We believe our people are our greatest asset. That's why we foster a supportive, collaborative workplace where employees are empowered to grow, contribute ideas, and make a real impact. Highlights include: Employee ownership through our ESOP program A collaborative, close-knit culture Opportunities to participate in community and networking events Benefits: Medical, dental, and vision coverage Life insurance Paid vacation 401(k) retirement plan Training & development opportunities Tuition reimbursement Employee Assistance Program Internal job postings and referral program Our Values At FFB, we live by our core values: Teamwork, Relationship, Authenticity, and Commitment (TRAC). Our team members bring these values to life by collaborating with colleagues, building trust with clients, communicating openly, and taking pride in doing amazing work every day! About the Role The Relationship Manager I-III (RM) is responsible for developing, managing, and expanding deposit, loan, and merchant relationships within designated markets. This role actively sources new business, identifies client needs, and structures and negotiates financial solutions to achieve individual, departmental, and Bank-wide sales goals. The Relationship Manager builds and maintains strong client relationships, deepens existing accounts through cross-selling, and ensures a high level of client satisfaction throughout the full sales and deal lifecycle. Depending on experience and level, the RM may focus on prospecting and closing core relationships, managing more complex and higher-value portfolios, or leading sophisticated deal structures while contributing to market development and mentoring junior team members. In addition to base compensation, this role offers the opportunity to earn performance-based incentives through participation in an incentive plan. Essential Duties: Generates new leads through outbound calls, emails, networking, and in-person meetings. Builds and maintains strong relationships with prospective and existing clients to drive long-term business. Uses CRM systems to track interactions, update customer records, and manage pipeline activity. Builds new deposit, loan, and merchant relationships within assigned markets through proactive prospecting, networking, referrals, and Centers of Influence (COI). Develops and manages a portfolio of client relationships by identifying financial needs and delivering tailored banking solutions. Leads the full sales lifecycle, including prospecting, solution design, proposal development, negotiation, closing, and funding of deals. Creates and delivers effective proposals and RFP responses that address client challenges and clearly position the Bank's solutions. Gathers and analyzes detailed business and financial information required for underwriting, pricing, and approval of proposed solutions. Achieves or exceeds established goals for sales volume, revenue, margin, fees, and cross-sell performance. Maintains accurate and up-to-date pipeline, prospecting, and sales activity records using Bank-approved CRM and reporting tools. Develops and executes an annual business plan in partnership with leadership to support individual and departmental sales objectives. Strengthens market presence by participating in business development activities, community engagement, and professional networking opportunities. Monitors market trends, competitive offerings, and regulatory requirements to support informed client conversations and strategic decision-making. Collaborates with internal partners to position Bank products effectively and deliver a seamless client experience. Expands existing client relationships through cross-selling and identification of additional banking opportunities. Mentors and supports junior Relationship Managers at more senior levels by sharing best practices, sales strategies, and market insights. Embodies the TRAC Values and Critical Behaviors (Teamwork, Relationship, Authenticity, Commitment) as core principles, using them to guide daily interactions and decision-making. Completes administrative tasks with a sense of urgency, including required Bank Compliance Training. Responds to internal and external inquiries via email, phone, or messaging platforms in a timely and professional manner. Positively represents the Bank through ethical conduct and community involvement. Demonstrates an understanding of and commitment to EEO policies. Fosters a respectful, inclusive workplace by valuing cultural differences, preventing harassment of any kind, and supporting a diverse workforce. Ensures adherence to all Bank policies, procedures, and processes, along with applicable state and federal laws, rules, and regulations, ensuring confidentiality and data privacy while carrying out AML/CFT (Anti-Money Laundering and Countering the Financing of Terrorism) responsibilities specific to the role. Performs duties in an office or home office environment, involving tasks such as writing, typing, speaking, lifting moderate weights, and operating office equipment. The position requires physical activities like sitting, walking, and reaching. Reasonable accommodation can be made for individuals with disabilities to perform essential functions. Travels up to 75%, including but not limited to frequent trips to client locations, sales presentations, industry conferences, corporate events, and training sessions. Travel may include long-distance flights, overnight stays, and local transportation. Requirements: Bachelor's degree from an accredited college or university preferred; relevant field preferred (e.g., Business, Finance, or related). Minimum 3-5 years of related experience in banking, financial services, or relevant industry required. Proficiency with Microsoft Office Suite (Excel, Word, Outlook) required. Demonstrated ability to cross-sell and explain all products and services with confidence and authority. Knowledge of commercial banking products and services as well as strong understanding of federal compliance regulations required. Ability to take initiative and effect change within the Bank through consensus building, negotiation, and conflict resolution. Effective oral, written, and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers, vendors and employees. Strong organizational and time management abilities with attention to detail. Strong teamwork and relationship skills to lead collaborative efforts, foster alignment, and drive results across teams. Ability to take initiative and impact change within the Bank through consensus building and conflict resolution. Willingness to take on special projects and perform other duties as assigned, beyond core responsibilities, to support team and organizational needs. Commitment to continuous learning and professional development to stay current with industry standards and best practices. Ability to maintain authenticity and integrity in all professional interactions, ensuring trust and credibility with stakeholders. Capable of managing multiple priorities and meeting deadlines in a dynamic environment. Ability to work independently with minimal supervision and as part of a team. Proven ability to adapt to changing priorities and procedures. Current driver's license and a vehicle with appropriate insurance coverage if required to drive while performing assigned duties and responsibilities. Compensation details: 00 Yearly Salary PIbce07-6963
Inventory Finance Relationship Manager
Triad Financial Services Inc Knoxville, Tennessee
Position Overview The Inventory Finance Relationship Manager is an inside sales role focused on building and managing relationships with manufactured housing dealers in the Triad floor plan program. The role centers on three core activities: setting up new inventory finance accounts, working credit line increases for existing dealers, and managing annual account reviews. Compensation is tied directly to production across all three activities. This role is designed as both a high-earning, high-impact position and a structured pathway to a field-based Business Development Manager role. Specialists who demonstrate the product knowledge, relationship skills, and judgment required to succeed here will have a clear track into BDM responsibilities. Essential Functions: New Account Origination Prospect and qualify manufactured housing retailers as candidates for Triad's floor plan program Conduct initial sales conversations to assess dealer profile, current floor plan relationships, and fit with Triad's program Collect and submit complete application packages including financial statements, dealer licenses, organizational documents, and personal financials without gaps that slow underwriting Set accurate expectations on program structure, pricing, inspections, curtailment schedules, and maturity terms from the first conversation Represent Triad's competitive advantages clearly: the rebate program, manufactured housing expertise, online portal, and the full retail-plus-floor-plan relationship value Credit Line Increases Monitor existing dealer accounts for volume trends and performance indicators that support a line increase request Initiate conversations with dealers and gather updated financial documentation to support the request Prepare and submit increase packages to the credit team with complete supporting information Annual Account Reviews Manage the pipeline of accounts coming up for annual review across an assigned dealer portfolio Collect updated financial statements, tax returns, and other required documentation Use review touchpoints to deepen the dealer relationship, identify expansion opportunities, and reinforce program expectations Education and/or Work Experience Requirements: Working knowledge of floor plan financing and how it differs from consumer retail lending Understanding of Triad's program structure: pricing matrix, rebate tiers, inspection and curtailment cadence, maturity schedules, and concentration limits Comfortable asking for complete financial documentation from business owners and explaining clearly why it is needed Strong follow-through on open items; incomplete packages are the primary source of friction in this process Understands the difference between the relationship role and the credit role; does not step into underwriting territory or communicate approval probabilities Organized and disciplined; capable of managing multiple open accounts at different stages simultaneously Minimum Qualifications: Bachelor's degree in finance or business is preferred but not required 2 years' prior work experience in financial services or manufactured housing industry Strong attention to detail and analytical skills. Excellent communication and vendor management abilities. Proficiency in Microsoft Office Suite and data visualization tools (e.g., Power BI, Tableau), specifically Microsoft Excel. Ability to work independently and collaboratively in a fast-paced environment. PId532b-8834
07/15/2026
Full time
Position Overview The Inventory Finance Relationship Manager is an inside sales role focused on building and managing relationships with manufactured housing dealers in the Triad floor plan program. The role centers on three core activities: setting up new inventory finance accounts, working credit line increases for existing dealers, and managing annual account reviews. Compensation is tied directly to production across all three activities. This role is designed as both a high-earning, high-impact position and a structured pathway to a field-based Business Development Manager role. Specialists who demonstrate the product knowledge, relationship skills, and judgment required to succeed here will have a clear track into BDM responsibilities. Essential Functions: New Account Origination Prospect and qualify manufactured housing retailers as candidates for Triad's floor plan program Conduct initial sales conversations to assess dealer profile, current floor plan relationships, and fit with Triad's program Collect and submit complete application packages including financial statements, dealer licenses, organizational documents, and personal financials without gaps that slow underwriting Set accurate expectations on program structure, pricing, inspections, curtailment schedules, and maturity terms from the first conversation Represent Triad's competitive advantages clearly: the rebate program, manufactured housing expertise, online portal, and the full retail-plus-floor-plan relationship value Credit Line Increases Monitor existing dealer accounts for volume trends and performance indicators that support a line increase request Initiate conversations with dealers and gather updated financial documentation to support the request Prepare and submit increase packages to the credit team with complete supporting information Annual Account Reviews Manage the pipeline of accounts coming up for annual review across an assigned dealer portfolio Collect updated financial statements, tax returns, and other required documentation Use review touchpoints to deepen the dealer relationship, identify expansion opportunities, and reinforce program expectations Education and/or Work Experience Requirements: Working knowledge of floor plan financing and how it differs from consumer retail lending Understanding of Triad's program structure: pricing matrix, rebate tiers, inspection and curtailment cadence, maturity schedules, and concentration limits Comfortable asking for complete financial documentation from business owners and explaining clearly why it is needed Strong follow-through on open items; incomplete packages are the primary source of friction in this process Understands the difference between the relationship role and the credit role; does not step into underwriting territory or communicate approval probabilities Organized and disciplined; capable of managing multiple open accounts at different stages simultaneously Minimum Qualifications: Bachelor's degree in finance or business is preferred but not required 2 years' prior work experience in financial services or manufactured housing industry Strong attention to detail and analytical skills. Excellent communication and vendor management abilities. Proficiency in Microsoft Office Suite and data visualization tools (e.g., Power BI, Tableau), specifically Microsoft Excel. Ability to work independently and collaboratively in a fast-paced environment. PId532b-8834
Medical Underwriting Manager
Allied National, Inc Shawnee Mission, Kansas
Description: Allied is excited to bring a new Medical Underwriting Manager on to our Underwriting team to provide leadership to our growing team. The Medical Underwriting Manager is responsible for leading the daily operations, performance, and development of the small group medical underwriting team. This role ensures accurate and timely underwriting decisions across new business and renewals for small groups as well as rescission reviews, eligibility oversight, and policy issuance while maintaining high service standards for internal and external stakeholders. The Manager plays a critical role in determining risk tolerance and appropriate rates for small groups as well as driving operational excellence through effective workflow management, staff development, quality assurance, and continuous process improvement. The ideal candidate is a hands-on leader with strong underwriting expertise, excellent communication skills, and a proven ability to manage teams in a fast-paced environment. Responsibilities Include: Leadership & Team Management Lead, coach, and mentor underwriting staff to ensure consistent high performance and engagement Conduct regular performance evaluations, monthly one-on-one meetings, and ongoing coaching Support employee development through training, cross-training, and individualized development plans Make final risk determinations on group and renewal business as needed Operational Excellence Oversee underwriting activities for new business, renewals, rescission reviews, and policy issuance Establish and maintain working relationships with sales and external stakeholders in order to support the dynamic relationship between sales, GAs, agents, and program managers Approve claim referrals prior to submission to carriers Process & Quality Improvement Analyze workflows to identify process improvements and operational efficiencies Review underwriting reports, renewal activity, and medical cost data to support sound decision-making and underwriting performance Requirements: High School Diploma or equivalent required. College degree or relevant coursework is preferred. Minimum of 5 years supervisory or people-management experience. Must have experience with Small Group and Data Base Underwriting. Strong analytical, problem-solving, and decision-making skills needed as well as excellent written and verbal communication skills. Must be able to manage competing priorities, deadlines, and varying workloads. PI82acb178d6d7-9011
07/15/2026
Full time
Description: Allied is excited to bring a new Medical Underwriting Manager on to our Underwriting team to provide leadership to our growing team. The Medical Underwriting Manager is responsible for leading the daily operations, performance, and development of the small group medical underwriting team. This role ensures accurate and timely underwriting decisions across new business and renewals for small groups as well as rescission reviews, eligibility oversight, and policy issuance while maintaining high service standards for internal and external stakeholders. The Manager plays a critical role in determining risk tolerance and appropriate rates for small groups as well as driving operational excellence through effective workflow management, staff development, quality assurance, and continuous process improvement. The ideal candidate is a hands-on leader with strong underwriting expertise, excellent communication skills, and a proven ability to manage teams in a fast-paced environment. Responsibilities Include: Leadership & Team Management Lead, coach, and mentor underwriting staff to ensure consistent high performance and engagement Conduct regular performance evaluations, monthly one-on-one meetings, and ongoing coaching Support employee development through training, cross-training, and individualized development plans Make final risk determinations on group and renewal business as needed Operational Excellence Oversee underwriting activities for new business, renewals, rescission reviews, and policy issuance Establish and maintain working relationships with sales and external stakeholders in order to support the dynamic relationship between sales, GAs, agents, and program managers Approve claim referrals prior to submission to carriers Process & Quality Improvement Analyze workflows to identify process improvements and operational efficiencies Review underwriting reports, renewal activity, and medical cost data to support sound decision-making and underwriting performance Requirements: High School Diploma or equivalent required. College degree or relevant coursework is preferred. Minimum of 5 years supervisory or people-management experience. Must have experience with Small Group and Data Base Underwriting. Strong analytical, problem-solving, and decision-making skills needed as well as excellent written and verbal communication skills. Must be able to manage competing priorities, deadlines, and varying workloads. PI82acb178d6d7-9011
Small Business Market Manager
Midland States Bank Kankakee, Illinois
Position Title: Small Business Market Manager Locations: Kankakee_IL Time Type: Full time Req ID: JR1398-Kankakee_IL At Midland, we're proud to be a little different. You can see it in our bright orange signs-but there's more to it than that. With our heartfelt and personalized approach, we're focused on meeting every customer's needs with the brightest solutions. For more than 140 years, we've learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking. We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all. Our humble ambition keeps us growing, giving back, and looking ahead. We're innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel. You might say we're unlike any other bank. And you'd be right." At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements. Salary Range: $77,000-$105,000 Position Summary This position is responsible for the acquisition, retention, and expansion of small business banking customers within assigned branch markets. The role focuses on developing new business relationships, deepening existing client relationships, and delivering tailored financial solutions that align with the strategic objectives of small business owners while supporting overall bank growth. Primary Accountabilities Job Specific Develop and cultivate relationships with small business customers through proactive outside sales, networking, and community engagement activities Build and manage a consistent pipeline of prospective business clients through referrals, cold calling, and participation in local business organizations and events Deliver comprehensive banking solutions including business deposit accounts, lines of credit, credit cards, owner-occupied commercial real estate lending, and treasury management referrals Open and manage new accounts in accordance with established procedures, including initiating credit applications and identifying appropriate financial solutions Analyze financial information and credit bureau reports to assess borrower needs, identify opportunities, and support sound credit decisions Adhere to underwriting guidelines and loan closing procedures, ensuring accuracy of documentation and proper disbursement of funds Manage and retain client relationships by expanding product utilization across both business and personal banking services Develop and execute relationship plans that integrate additional Midland resources to support client growth and retention Maintain accurate and timely activity tracking within the Client Management System Proactively manage loan portfolios, including minimizing delinquencies through effective collection efforts and ensuring timely receipt of required client reporting The role requires occasional travel for training, team meetings, and due diligence events. May require work in a Midland office to ensure collaboration and support of internal and external customers. Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA). Other duties as assigned. Position Qualifications Education/Experience Bachelor's degree in Finance, Business, Accounting, or related field, or equivalent relevant experience Minimum of 3 to 5 years of direct sales experience in banking or financial services Demonstrated success in meeting or exceeding sales and production goals over multiple years Experience analyzing financial statements and loan applications using established underwriting criteria Proficiency in job-related computer applications and CRM systems Strong oral, written, and interpersonal communication skills. Strong organization and time management skills. Strong attention to detail. Ability to work independently and as part of a team. At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We're proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at . Midland States Bank may use automated tools and artificial intelligence ("AI") to assist with recruiting, screening, and hiring decisions. In accordance with the Illinois Human Rights Act (effective January 1, 2026), these tools are designed and monitored to be neutral and job-related, and must not be used in a way that discriminates against applicants or employees based on any protected characteristic. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT Compensation details: 00 Yearly Salary PIb13343b969b5-3861
07/12/2026
Full time
Position Title: Small Business Market Manager Locations: Kankakee_IL Time Type: Full time Req ID: JR1398-Kankakee_IL At Midland, we're proud to be a little different. You can see it in our bright orange signs-but there's more to it than that. With our heartfelt and personalized approach, we're focused on meeting every customer's needs with the brightest solutions. For more than 140 years, we've learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking. We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all. Our humble ambition keeps us growing, giving back, and looking ahead. We're innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel. You might say we're unlike any other bank. And you'd be right." At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements. Salary Range: $77,000-$105,000 Position Summary This position is responsible for the acquisition, retention, and expansion of small business banking customers within assigned branch markets. The role focuses on developing new business relationships, deepening existing client relationships, and delivering tailored financial solutions that align with the strategic objectives of small business owners while supporting overall bank growth. Primary Accountabilities Job Specific Develop and cultivate relationships with small business customers through proactive outside sales, networking, and community engagement activities Build and manage a consistent pipeline of prospective business clients through referrals, cold calling, and participation in local business organizations and events Deliver comprehensive banking solutions including business deposit accounts, lines of credit, credit cards, owner-occupied commercial real estate lending, and treasury management referrals Open and manage new accounts in accordance with established procedures, including initiating credit applications and identifying appropriate financial solutions Analyze financial information and credit bureau reports to assess borrower needs, identify opportunities, and support sound credit decisions Adhere to underwriting guidelines and loan closing procedures, ensuring accuracy of documentation and proper disbursement of funds Manage and retain client relationships by expanding product utilization across both business and personal banking services Develop and execute relationship plans that integrate additional Midland resources to support client growth and retention Maintain accurate and timely activity tracking within the Client Management System Proactively manage loan portfolios, including minimizing delinquencies through effective collection efforts and ensuring timely receipt of required client reporting The role requires occasional travel for training, team meetings, and due diligence events. May require work in a Midland office to ensure collaboration and support of internal and external customers. Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA). Other duties as assigned. Position Qualifications Education/Experience Bachelor's degree in Finance, Business, Accounting, or related field, or equivalent relevant experience Minimum of 3 to 5 years of direct sales experience in banking or financial services Demonstrated success in meeting or exceeding sales and production goals over multiple years Experience analyzing financial statements and loan applications using established underwriting criteria Proficiency in job-related computer applications and CRM systems Strong oral, written, and interpersonal communication skills. Strong organization and time management skills. Strong attention to detail. Ability to work independently and as part of a team. At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We're proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at . Midland States Bank may use automated tools and artificial intelligence ("AI") to assist with recruiting, screening, and hiring decisions. In accordance with the Illinois Human Rights Act (effective January 1, 2026), these tools are designed and monitored to be neutral and job-related, and must not be used in a way that discriminates against applicants or employees based on any protected characteristic. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT Compensation details: 00 Yearly Salary PIb13343b969b5-3861
Small Business Market Manager
Midland States Bank Saint Louis, Missouri
Position Title: Small Business Market Manager Locations: St. Louis_MO Time Type: Full time Req ID: JR1398-St. Louis_MO At Midland, we're proud to be a little different. You can see it in our bright orange signs-but there's more to it than that. With our heartfelt and personalized approach, we're focused on meeting every customer's needs with the brightest solutions. For more than 140 years, we've learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking. We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all. Our humble ambition keeps us growing, giving back, and looking ahead. We're innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel. You might say we're unlike any other bank. And you'd be right." At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements. Salary Range: $77,000-$105,000 Position Summary This position is responsible for the acquisition, retention, and expansion of small business banking customers within assigned branch markets. The role focuses on developing new business relationships, deepening existing client relationships, and delivering tailored financial solutions that align with the strategic objectives of small business owners while supporting overall bank growth. Primary Accountabilities Job Specific Develop and cultivate relationships with small business customers through proactive outside sales, networking, and community engagement activities Build and manage a consistent pipeline of prospective business clients through referrals, cold calling, and participation in local business organizations and events Deliver comprehensive banking solutions including business deposit accounts, lines of credit, credit cards, owner-occupied commercial real estate lending, and treasury management referrals Open and manage new accounts in accordance with established procedures, including initiating credit applications and identifying appropriate financial solutions Analyze financial information and credit bureau reports to assess borrower needs, identify opportunities, and support sound credit decisions Adhere to underwriting guidelines and loan closing procedures, ensuring accuracy of documentation and proper disbursement of funds Manage and retain client relationships by expanding product utilization across both business and personal banking services Develop and execute relationship plans that integrate additional Midland resources to support client growth and retention Maintain accurate and timely activity tracking within the Client Management System Proactively manage loan portfolios, including minimizing delinquencies through effective collection efforts and ensuring timely receipt of required client reporting The role requires occasional travel for training, team meetings, and due diligence events. May require work in a Midland office to ensure collaboration and support of internal and external customers. Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA). Other duties as assigned. Position Qualifications Education/Experience Bachelor's degree in Finance, Business, Accounting, or related field, or equivalent relevant experience Minimum of 3 to 5 years of direct sales experience in banking or financial services Demonstrated success in meeting or exceeding sales and production goals over multiple years Experience analyzing financial statements and loan applications using established underwriting criteria Proficiency in job-related computer applications and CRM systems Strong oral, written, and interpersonal communication skills. Strong organization and time management skills. Strong attention to detail. Ability to work independently and as part of a team. At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We're proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at . Midland States Bank may use automated tools and artificial intelligence ("AI") to assist with recruiting, screening, and hiring decisions. In accordance with the Illinois Human Rights Act (effective January 1, 2026), these tools are designed and monitored to be neutral and job-related, and must not be used in a way that discriminates against applicants or employees based on any protected characteristic. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT Compensation details: 00 Yearly Salary PId66fdaeba5-
07/12/2026
Full time
Position Title: Small Business Market Manager Locations: St. Louis_MO Time Type: Full time Req ID: JR1398-St. Louis_MO At Midland, we're proud to be a little different. You can see it in our bright orange signs-but there's more to it than that. With our heartfelt and personalized approach, we're focused on meeting every customer's needs with the brightest solutions. For more than 140 years, we've learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking. We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all. Our humble ambition keeps us growing, giving back, and looking ahead. We're innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel. You might say we're unlike any other bank. And you'd be right." At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements. Salary Range: $77,000-$105,000 Position Summary This position is responsible for the acquisition, retention, and expansion of small business banking customers within assigned branch markets. The role focuses on developing new business relationships, deepening existing client relationships, and delivering tailored financial solutions that align with the strategic objectives of small business owners while supporting overall bank growth. Primary Accountabilities Job Specific Develop and cultivate relationships with small business customers through proactive outside sales, networking, and community engagement activities Build and manage a consistent pipeline of prospective business clients through referrals, cold calling, and participation in local business organizations and events Deliver comprehensive banking solutions including business deposit accounts, lines of credit, credit cards, owner-occupied commercial real estate lending, and treasury management referrals Open and manage new accounts in accordance with established procedures, including initiating credit applications and identifying appropriate financial solutions Analyze financial information and credit bureau reports to assess borrower needs, identify opportunities, and support sound credit decisions Adhere to underwriting guidelines and loan closing procedures, ensuring accuracy of documentation and proper disbursement of funds Manage and retain client relationships by expanding product utilization across both business and personal banking services Develop and execute relationship plans that integrate additional Midland resources to support client growth and retention Maintain accurate and timely activity tracking within the Client Management System Proactively manage loan portfolios, including minimizing delinquencies through effective collection efforts and ensuring timely receipt of required client reporting The role requires occasional travel for training, team meetings, and due diligence events. May require work in a Midland office to ensure collaboration and support of internal and external customers. Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA). Other duties as assigned. Position Qualifications Education/Experience Bachelor's degree in Finance, Business, Accounting, or related field, or equivalent relevant experience Minimum of 3 to 5 years of direct sales experience in banking or financial services Demonstrated success in meeting or exceeding sales and production goals over multiple years Experience analyzing financial statements and loan applications using established underwriting criteria Proficiency in job-related computer applications and CRM systems Strong oral, written, and interpersonal communication skills. Strong organization and time management skills. Strong attention to detail. Ability to work independently and as part of a team. At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We're proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at . Midland States Bank may use automated tools and artificial intelligence ("AI") to assist with recruiting, screening, and hiring decisions. In accordance with the Illinois Human Rights Act (effective January 1, 2026), these tools are designed and monitored to be neutral and job-related, and must not be used in a way that discriminates against applicants or employees based on any protected characteristic. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT Compensation details: 00 Yearly Salary PId66fdaeba5-

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