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McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. Job Description: Practice Management/US Oncology FP&A is responsible for the planning, forecasting, and reporting for >2,000 Oncology providers across the country and driving insightful analytics to support future growth in Oncology. McKesson is seeking a Finance Manager to support the growth of Practice Management. The Sr. Manager, FP&A - Practice Management leads financial consolidation and analytics across the Practice Management organization, delivering accurate, timely insights to support performance management and strategic decision-making. This role also partners with senior leadership to drive special projects, financial transformation initiatives, and cross-functional priorities. Key Responsibilities: Strategic Projects, Ad Hoc Analysis & Decision Support for PM Finance Ops: Support complex, high-impact financial analyses and cross-functional initiatives in support of Practice Management practices. Partner directly with senior leadership to evaluate strategic opportunities, diagnose performance issues, and inform critical business decisions. Drive structured problem-solving across a wide range of topics, including: Financial Consolidation & Reporting: Lead coordination of financial consolidation, planning, and reporting processes across Practice Management, including both practice-level performance and operating expense (OPEX) reporting. Ensure accurate and timely delivery of monthly close, rolling forecasts, annual budgets, and long-range planning outputs. Partner closely with practice-aligned FP&A leads and broader finance teams to gather, validate, and synthesize detailed financial inputs, drivers, and assumptions across practices. Provide clear, consistent financial views tailored for internal US Oncology Network (USON) stakeholders as well as McKesson corporate reporting and leadership, including analysis of key drivers, variances, and risks & opportunities. Drive alignment across FP&A teams to ensure transparency, consistency, and integrity of financial results. Strategic Projects & Ad Hoc Analysis: Support high-impact, cross-functional initiatives by conducting financial analysis and developing insights to inform decisions related to growth, cost optimization, and organizational priorities. Partner with leadership on ad hoc requests requiring structured problem-solving, financial modeling, and synthesis of complex data. Apply a strong working knowledge of financial systems (including BPC, SAC, and SAP) to extract, validate, and analyze data across multiple sources. Leverage foundational accounting knowledge to ensure alignment with financial statements and support initiatives related to system enhancements or potential ERP transitions. Executive Reporting & Business Insights: Develop and deliver executive-ready materials for operating reviews, QBRs, and ad hoc leadership requests. Translate complex financial and operational data into concise, actionable narratives that highlight performance trends, risks, and opportunities across Practice Management. Financial Modeling & Scenario Analysis: Build and maintain flexible financial models to evaluate strategic scenarios, including volume/revenue drivers, margin performance, and investment returns. Support leadership in assessing trade-offs and making data-driven decisions. Process Improvement & Financial Transformation: Identify opportunities to improve reporting efficiency, consistency, and data integrity across practice management. Partner with systems and data teams to enhance tools (SAP, BPC, Power BI, etc.), standardize outputs, and enable more scalable, insight-driven FP&A processes. Matrixed Business Partnership: Serve as a key liaison across practice FP&A teams, corporate finance, and operational leaders. Drive alignment on assumptions, timelines, and deliverables to support effective financial planning and performance management. Establish and maintain clear planning and reporting cadences, including developing structured timelines, coordinating deliverables, and ensuring teams are organized to meet key deadlines. Partner across FP&A teams to facilitate collaboration, maintain accountability, and ensure timely, high-quality outputs. Perform other duties as required Minimum Education & Work Experience: 10+ years of progressive experience in financial planning, analysis, or transformation roles. Critical Skills: Bachelor's degree in Finance, Accounting, or related field required, MBA preferred Experience in healthcare finance preferred, especially physician practice or specialty care integration. Strong understanding of financial statements, forecasting, and variance analysis. Advanced Excel and financial modeling skills; experience with ERP and reporting tools (e.g., SAP, Hyperion, Power BI) is a plus. Excellent communication and presentation skills, including effective PowerPoint presentation skills. Ability to manage multiple priorities and meet tight deadlines in a dynamic environment. Self-directed Ability to influence without authority Must have strong quantitative and analytical thinking skills Excellent communication skills; verbal and written Salary: 127 000.00 USD Annual with 20% MIP P5 Additional Skills: M.B.A/CPA preferred SAP BPC/SAC Essbase MS Excel and PowerPoint We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here. Our Base Pay Range for this position $127,200 - $212,000 McKesson has become aware of online recruiting-related scams in which individuals who are not affiliated with or authorized by McKesson are using McKesson's (or affiliated entities, like CoverMyMeds or RxCrossroads) name in fraudulent emails, job postings or social media messages. In light of these scams, please bear the following in mind: McKesson Talent Advisors will never solicit money or credit card information in connection with a McKesson job application. McKesson Talent Advisors do not communicate with candidates via online chatrooms or using email accounts such as Gmail or Hotmail. Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related communications with candidates. McKesson job postings are posted on our career site: . McKesson is an Equal Opportunity Employer McKesson provides equal employment opportunities to applicants and employees, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other legally protected category. For additional information on McKesson's full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page. McKesson is committed to being an Equal Employment Opportunity Employer and offers opportunities to all job seekers including job seekers with disabilities. If you need a reasonable accommodation to assist with your job search or application for employment, please contact us by sending an email to (United States) or (Canada) . Resumes or CVs submitted to this email box will not be accepted. Join us at McKesson!

McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. Position Overview The Manager of Financial Planning & Analysis (FP&A) serves as a strategic finance partner to business leaders, driving financial planning, analysis, and performance insights across the Radiation Joint-Venture business within Practice Management. This role is responsible for owning core financial activities-including budgeting, forecasting, long-range planning and reporting-while delivering actionable insights that support decision-making and drive business performance. The ideal candidate combines strong financial and analytical expertise with the ability to communicate clearly to senior leadership, influence cross-functional partners, and continuously improve processes and reporting. Key Responsibilities Lead the annual budgeting process and long-range financial planning, ensuring alignment with organizational priorities Own the monthly close and forecasting process, including variance analysis and clear identification of key business drivers Deliver timely and accurate management reporting, translating financial results into concise, actionable insights for leadership Develop and maintain financial models to support scenario analysis, strategic planning, and operational decision-making Partner with business leaders to understand performance trends, risks, and opportunities Monitor key performance indicators (KPIs) and proactively identify areas of over- or under-performance Support cross-functional initiatives and provide financial analysis for key business decisions and investments Continuously enhance reporting, forecasting processes, and tools to improve efficiency, accuracy, and insight generation Minimum Education & Work Experience: 7+ years of progressive experience in financial planning, analysis, or transformation roles. Education Bachelor's degree in Finance, Accounting, Economics, or related field Critical Skills 7+ years of progressive experience in FP&A, corporate finance, or related roles Strong financial modeling and analytical skills (advanced Excel required; experience with financial systems/BI tools preferred) Demonstrated ability to synthesize complex data into clear insights and recommendations Strong communication skills, with experience presenting to senior leadership Proven ability to manage multiple priorities in a fast-paced environment Highly proactive, self-driven, and comfortable operating with a high level of autonomy Strong business partnering skills with the ability to influence across functions Salary: 102 300.00 USD Annual with 15% MIP P4 This role is a hybrid position. The selected candidate is expected to work on-site at our Las Colinas office a minimum of two (2) days per week, with the remaining days worked remotely. Specific in-office days may be designated based on team needs and business priorities. We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here. Our Base Pay Range for this position $102,800 - $171,300 McKesson has become aware of online recruiting-related scams in which individuals who are not affiliated with or authorized by McKesson are using McKesson's (or affiliated entities, like CoverMyMeds or RxCrossroads) name in fraudulent emails, job postings or social media messages. In light of these scams, please bear the following in mind: McKesson Talent Advisors will never solicit money or credit card information in connection with a McKesson job application. McKesson Talent Advisors do not communicate with candidates via online chatrooms or using email accounts such as Gmail or Hotmail. Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related communications with candidates. McKesson job postings are posted on our career site: . McKesson is an Equal Opportunity Employer McKesson provides equal employment opportunities to applicants and employees, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other legally protected category. For additional information on McKesson's full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page. McKesson is committed to being an Equal Employment Opportunity Employer and offers opportunities to all job seekers including job seekers with disabilities. If you need a reasonable accommodation to assist with your job search or application for employment, please contact us by sending an email to (United States) or (Canada) . Resumes or CVs submitted to this email box will not be accepted. Join us at McKesson!

McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. McKesson is seeking a Finance Manager to lead consolidation, budgeting/forecasting, and reporting for the Private Label organization. This role is accountable for delivering accurate, timely financial and management reporting, driving forecast and plan processes, and generating actionable insights that support business performance and decision-making. The ideal candidate brings strong financial acumen, analytical rigor, intellectual curiosity, and attention to detail. This is an opportunity to own high-impact finance processes, partner across functions, and help shape the financial direction of the business. The successful candidate will be a strategic thinker who can influence decisions, simplify complexity, and lead with accountability. This hybrid role requires the candidate to work on-site one day per week, with a transition to two days per week beginning in the fall. Position Description: Lead consolidation, financial reporting, and forecast/annual plan processes for Private Label, and own the preparation and presentation of dashboards and key results for senior management and key business partners, including Tax, MGPS Finance, and NAPD Gx. Own the delivery and enhancements of Alteryx tool to increase forecasting speed, flexibility, and accuracy. Lead financial analysis and advanced data analytics to identify key performance indicators, challenge forecast and budget assumptions, and generate actionable insights that improve business performance Own the development and maintenance of financial and data models that support planning, reporting, and analysis. Drive alignment across COPA/FDP/EFPR and NorthStar reporting processes and outputs. Partner closely with accounting teams to ensure accurate financial reporting and alignment of actuals, budgets, and forecasts. Accountable for implementing and maintaining robust controls that ensure the integrity and accuracy of financial data. Drive cross-functional partnership across finance, business analysts, and stakeholders to integrate financial and operational data for decision support. Coach and mentor analysts and FLPs to build future capability and strengthen the talent pipeline. Drive continuous improvement and transformation in reporting and forecasting processes and deliverables. Support additional priorities and responsibilities as needed. Qualifications/Critical Skills Bachelor's degree in Finance/Accounting, or a related field required; MBA and/or professional certification such as CPA or CFA preferred. 8+ years of progressive finance experience, including strong depth in FP&A, forecasting, budgeting, and management reporting. Advanced proficiency in financial modeling, Excel, and data analytics tools, with the ability to translate large datasets into clear business insights. Strong command of financial statements, accounting principles, and consolidation concepts, with the ability to connect financial results to business drivers. Excellent communication and presentation skills, with the ability to influence stakeholders and present complex financial information to leadership with clarity. Demonstrated ability to operate independently and collaborate effectively in a fast-paced, cross-functional environment. Self-directed, results-oriented, and accountable, with a strong sense of ownership, initiative, and intellectual curiosity. Strong attention to detail paired with the ability to maintain a broad, strategic perspective. Additional Knowledge & Skills Experience with SAP and BW/CO-PA Experience building reporting and analytics solutions in Power BI/Tableau Experience with Alteryx preferred Working knowledge of SQL preferred We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here. Our Base Pay Range for this position $102,800 - $171,300 McKesson has become aware of online recruiting-related scams in which individuals who are not affiliated with or authorized by McKesson are using McKesson's (or affiliated entities, like CoverMyMeds or RxCrossroads) name in fraudulent emails, job postings or social media messages. In light of these scams, please bear the following in mind: McKesson Talent Advisors will never solicit money or credit card information in connection with a McKesson job application. McKesson Talent Advisors do not communicate with candidates via online chatrooms or using email accounts such as Gmail or Hotmail. Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related communications with candidates. McKesson job postings are posted on our career site: . McKesson is an Equal Opportunity Employer McKesson provides equal employment opportunities to applicants and employees, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other legally protected category. For additional information on McKesson's full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page. McKesson is committed to being an Equal Employment Opportunity Employer and offers opportunities to all job seekers including job seekers with disabilities. If you need a reasonable accommodation to assist with your job search or application for employment, please contact us by sending an email to (United States) or (Canada) . Resumes or CVs submitted to this email box will not be accepted. Join us at McKesson!

Job Description Job Description POSITION DESCRIPTION: Responsible for all processes relating to providing administrative support to the Commercial Credit and Closing Department. Performs a variety of duties related to the processing, closing, post-closing, and maintenance of commercial loans, including the more complex loans such as SWAPS and Participations. Responsible for training and ongoing mentoring of Commercial Loan Administrators. Interaction with other departments such as Loan Servicing, Accounting, Credit, as well as outside Attorneys. Responsible for performing reviews of commercial loan closing documents, pre- and post-closing, to ensure accuracy and completeness in accordance with the loan approval terms, conditions and requirements. Review compliance data for all approved loans to ensure accuracy and completeness to include but not limited to credit reports, flood determinations, EDR reports, appraisals, UCC filings, etc. Complete assigned administrative duties related to due diligence items prior to loan approval in support of commercial lenders and credit analysts Quality control of loan approvals to ensure conditions and covenants outlined within credit memos are appropriately defined and documented in closing documents Assist with the collection and filing of annual financial statement requirements via emails generated by Sageworks to customers. Monthly reconciliation and maintenance of commercial suspense general ledger for reporting to the accounting department. Monitoring of Adverse Action applications including updating and recording of pertinent information to tracking logs and preparation of customer notifications. Preparation of accurate commitment letters for approved commercial loans, gather all pre-closing conditions and other required checklist items including, but not limited to, CRA, beneficial ownership forms, CIP, flood determination, etc. Review and approve attorney-prepared commitment letters for accuracy of terms, dates, etc. Direct and coordinate preparation of all commercial loan documents, including NCDC loans. Recognize the appropriate documents for each type of loan and obtain any missing/incomplete documents prior to closing. Preparation of in-house loan closing documentation (typically small loans) including legal and supplemental Bank documents and calculation of all fees due (i.e., interest, escrow payoffs, etc.) and final funding amount. Preparation of supplemental Bank documents for all attorney loan closings including compliance documentation, closing instructions and calculations of all fees due (i.e., interest, escrow, payoffs, etc.) and final funding amount. Prepare, process, and monitor loan modification requests. Responsibilities include preparation of in-house modification documents, interaction with the attorney for attorney-prepared modifications, assure required compliance has been met, review of all documents prior to signing for accuracy and completeness. Additionally, upon execution of documents, ensure that appropriate fees are collected and that documents are complete and accurate. Prepare management reports as directed. Funding of all commercial loans including the OFAC check of all parties, wire preparation, wire entry and funding notification. Post-closing of all commercial loan files to include review of executed documents and compliance requirements to provide a complete and error free loan package to Loan Servicing for booking. Review and confirm adequate and appropriate Hazard, Flood, Builders Risk and/or Liability Insurance is in force prior to closing. Responsible for the process of ensuring that all loan files are retained up to Bank standards for completeness and neatness in Sageworks and Synergy. Process Express Loan applications. Prepare HMDA/CRA data for transmission into NContracts. Assist with preparation of Impaired Loan analysis (order appraisals, research insurance and taxes). Assist with identifying "shelf" loans on an annual basis. Assist with providing all necessary documentation for audits and exams. Key competencies include research, analytical and critical thinking skills, planning and organizing, information monitoring, strong communication skills, stress tolerance, attention to detail, accuracy, and confidentiality. Able to work independently, with minimal supervision. Complete all required compliance training. Perform other duties as required. DIGITAL LITERACY: The ability to use data, information, and communication technologies to find, evaluate, create, and communicate information, requiring both cognitive and technical skills Information, data, and content Teaching, learning and self-development Communication, collaboration, and participation Digital identity, safety, and security Technical proficiency with all bank products Awareness and interest in new technology Creation, innovation, and research BASIC KNOWLEDGE & TRAINING REQUIRED FOR MAXIMUM PROFICIENCY: A concise understanding of commercial loan products and compliance requirements along with knowledge of commercial loan documentation, commercial loan servicing and/or related areas. Attention to detail is a critical component of this position. Computer proficiency in a Windows based environment and knowledge of MS Word, Excel, and Outlook. Excellent verbal and written communication skills are a must. EXPERIENCE: Five to eight years of similar or related experience, with a minimum of three years' experience in the review of commercial loan documentation, commercial servicing and related areas. Superior customer service skills are required. Legal/Paralegal experience desired. EDUCATION: (1) A bachelor's degree, or (2) achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree. A minimum of three years of experience in the review of commercial loan documentation, commercial servicing and related areas required. MANAGERIAL RESPONSIBILITY: Has no supervisory/managerial responsibility but will serve as a mentor and resource for peers. Compensation: Compensation is based on our market pay structures. However, individual salaries are determined by a variety of factors including, but not limited to business considerations, local market conditions, and internal equity, as well as candidate qualifications, such as skills, education, and experience. Ascend Bank is an equal opportunity employer and offers equal opportunity to all applicants for all positions without regard to race, color, religion, national origin, age, disability, and veteran status. Applicants requiring reasonable accommodation in the application process should notify Human Resources. Ascend Bank participates in E-Verify. EOE/AA/M/F/D/V

Job Description Job Description Description: Job Title: Consumer Lending Manager Department: Consumer Lending Reports to: Vice President of Consumer Lending Hours per Week: 40 hrs./week Salary Exempt Company Summary Welcome to Financial Plus Credit Union (FPCU) - 'The Place where it's Possible.' At FPCU, we believe in the power of collaboration, embrace inclusivity as a strength, and are driven by a shared commitment to success. Our community-centered approach goes beyond financial services; it's about fostering connections and making a positive impact. Join us, and be part of an environment that prioritizes wellness, encourages continuous learning, and opens doors to developing you into the person you want to be. Explore the opportunities that await you at FPCU - where you aren't just making a living but joining a PLACE where you can REACH your goals. Position Summary The Consumer Lending Manager is responsible for overseeing both the Consumer Loan Officer team, the Consumer Lending Operation Specialists, and the Loan Support Clerk, ensuring strong operational performance, underwriting consistency, member experience, and overall operational effectiveness. This role combines day-to-day leadership of lending and loan support staff with strategic oversight responsibilities focused on evaluating lending performance, identifying trends and opportunities, recommending operational improvements, and supporting initiatives designed to achieve organizational production, service, and portfolio growth goals while maintaining sound lending practices, operational consistency, and appropriate risk management. The Consumer Lending Manager works closely with the VP of Consumer Lending, Consumer Lending Processing Manager, Consumer Lending Systems Analyst, and other departments to support operational efficiency, process improvements, strategic initiatives, and organizational growth. This role balances production leadership, member service, operational collaboration, risk management, and employee development while ensuring compliance with all regulatory requirements. Essential Functions & Primary Responsibilities Oversee the Loan Officers, Consumer Lending Operations Specialists, and Loan Support Clerk, ensuring strong member experience, service consistency, operational effectiveness, underwriting quality, credit risk management and overall lending operational effectiveness. Provide leadership, direction, coaching, and performance management to lending and loan support staff while fostering a culture of accountability, collaboration, continuous improvement, and professional development. Support organizational consumer lending growth objectives through strategic leadership, operational analysis, production monitoring, and data-driven recommendations. Analyze lending production trends, pull-through ratios, application sources, operational performance, and portfolio growth opportunities to identify areas requiring improvement or strategic focus. Provide recommendations to senior leadership regarding operational changes, workflow improvements, staffing needs, product enhancements, promotional opportunities, service strategies, and process efficiencies to support organizational lending goals. Monitor loan application conversion metrics, funded loan ratios, turnaround times, productivity, and member experience trends to identify opportunities for improvement. Coach and develop team on underwriting consistency, operational effectiveness, product knowledge, member experience expectations, and lending best practices. Partner with internal departments to support lending knowledge, workflow alignment, operational consistency, and member experience throughout the lending process. Identify development opportunities and assist in preparing team members for increased responsibilities and future leadership opportunities. Assist with escalated lending decisions, exception requests, member concerns, and complex lending situations while balancing member experience, organizational policy, and risk management. Ensure lending decisions, exception handling, and operational processes are consistently documented and aligned with organizational policies, procedures, and risk tolerance. Partner closely with the Consumer Loan Processing Manager to ensure seamless workflow coordination, efficient handoffs, funding timeliness, and operational consistency throughout the loan lifecycle. Collaborate with Retail Delivery, Digital, Processing, Indirect Lending, Marketing, and other departments to improve workflows, reduce member friction, and enhance the overall lending experience. Participate in cross-functional projects and process improvement initiatives supporting consumer lending efficiency, scalability, and member service. Partner with the Consumer Lending Systems Analyst to identify operational inefficiencies, support workflow enhancements, participate in user acceptance testing, and assist with implementation and adoption of lending technology initiatives. Provide operational input and feedback regarding loan origination systems, workflow tools, automation opportunities, and process improvements. Monitor and manage departmental performance metrics including funded loan volume, application conversion, approval ratios, turnaround times, productivity, service standards, member experience, and portfolio trends. Utilize production reporting and operational analytics to identify performance gaps, process inefficiencies, and opportunities for growth, operational improvement, and enhanced member experience. Utilize reporting and analytics to identify trends, improve operational performance, and support strategic decision-making. Analyze lending performance, portfolio trends, operational data, and member experience feedback to identify opportunities for growth and improvement. Support strategic lending initiatives, promotional campaigns, and market growth efforts in partnership with senior leadership and marketing. Maintain and improve member service by ensuring inquiries, applications, and member issues are handled professionally, consistently, and promptly. Conduct quality reviews and audits to ensure lending accuracy, operational consistency, compliance, and proper documentation. Stay up to date on industry trends, lending laws, operational best practices, and product innovations to recommend improvements and new opportunities. Assist in budgeting, forecasting, and strategic planning for the consumer lending division. Work collaboratively with third-party vendors, partners, and internal stakeholders to support lending operations and organizational initiatives. Oversee the processing and management of title work, loan payoffs, release of liens, and UCC filings. Promote a positive team environment, encouraging collaboration and high-quality service. Ensure employees have the tools, materials, and training necessary for success. Ensures compliance with all federal and state laws and regulations, including the Bank Secrecy Act, Patriot Act, and Office of Foreign Asset Controls, and should request legal interpretation as necessary. Must ensure subordinates are also compliant with such laws and regulations. Must be bondable. Perform other duties as assigned. Requirements: Education & Qualifications Bachelor's degree in Finance, Business Administration, or related field; or equivalent work experience. 3 to 5 years of previous consumer lending experience with a proven performance record, with leadership or management experience preferred. Strong understanding of consumer lending regulations, underwriting principles, operational workflows, and member service expectations. Experience leading teams in a fast-paced lending environment focused on balancing growth, service, operational efficiency, and risk management. Experience working with loan origination systems, workflow automation, reporting tools, and lending technology platforms preferred. Strong communication, coaching, organizational leadership, and relationship-building skills. Ability to analyze operational data and utilize reporting to drive performance improvements and strategic decision-making. Candidate must have a thorough understanding of the Loan Policy and Guidelines. Candidate must be knowledgeable of Credit Unions product and services and demonstrate the ability to cross-sell and build deeper relationships with our membership. This position requires an understanding of basic computer skills including Microsoft 365 suite applications. Skills and Abilities Strong leadership and management skills with the ability to motivate, coach, and develop high-performing teams. Strong analytical and organizational skills with the ability to evaluate operational performance and make data-driven decisions. Exceptional problem-solving skills with a solution-oriented mindset. Detail-oriented with a strong focus on operational consistency, compliance, and member experience. Ability to handle multiple priorities in a fast-paced environment while meeting deadlines. Strong interpersonal, verbal, and written communication skills. Ability to build collaborative relationships across departments and effectively navigate operational challenges. Presents a positive and professional image to members and team members through effective and courteous verbal and written communications. . click apply for full job details

Job Description Job Description WHY RDMA? Join the RDM Associates (RDMA) team and make a difference for our non-profit clients! Be part of our strategic, technology driven accounting service team! People The RDMA team offers a base of experience that would not typically be found within nonprofit organizations. Our people have experience with a wide range of businesses and provide years of accounting and audit experience with seasoned staff coming from CPA firms, consulting firms and industry accounting departments. Team and Flexible Working Environment RDMA works together as a TEAM through scheduled touchpoint meetings, frequent communication and fun team building events! We offer a work from home hybrid schedule and flex time for appointments. Opportunity for Growth and Education RDMA encourages continued education with our Tuition reimbursement policy for the CPA and other continuing education opportunities. Your career will be driven by RDMA's Leadership and Goal Setting planning with your assigned Coach. We will provide you with the path for growth and other opportunities to participate in our firms' strategic initiatives. The RDMA Difference for our Clients RDMA focuses on the following 4 pillars that define the foundation of our ability to deliver world-class outsourced accounting services: Enterprise Level Technologies Accuracy & Reliability Top Tier Expertise Strategic Partnership with Our Clients Contacts and Next Steps Positions Open: Senior Accountant: The Senior Accountant will engage and coordinate with all staff levels within RDMA and will have frequent contact with various staff members of RDMA clients. The Senior Accountant is responsible for learning and applying technical accounting skills as part of a team to carry out tasks with coaching and supervision. The Senior Accountant plays a key role in maintaining client books, month end closings, and supporting the preparation and analysis of client financial statements. It is critical that the Senior Accountant is ensuring that all RDM Associates policies and procedures are being followed across all of their duties and responsibilities. Senior Accountants are cross trained with one or more additional client accounts. The position is viewed as a crucial back-up to the Accounting Manager and may be called upon to stand in for the lead as required.

Job Description Job Description Location: On-site in Meriden, CT Reports to: President of Operations Type: Full-Time, Exempt Travel: 20-30% (company meetings, site visits, vendor trips) About PopUp Bagels PopUp Bagels is not just a bagel company-we're a cultural movement. Our stores are small, our vibes are loud, and our energy is contagious. From signature neon and iconic bullhorns to our "Not Famous but Known" mirror, we've reimagined not just how a bagel is created, but how it's enjoyed: Grip, Rip and Dip! With a cult-like following, massive social presence, and unparalleled collaborations with top companies, partners and Brand Ambassadors PopUp Bagels is defining a new food lifestyle brand. We keep things simple, but we do them really, really well. And our customers agree. The Role We're looking for a Head of Plant Operations to lead our Meriden, CT bagel and cream cheese production facility. This facility is the foundation of what makes PopUp thrive each day. This is a senior leadership role with full ownership of the plant: from the moment raw materials come through the door to the second finished goods ship out to shops around the country. Here is what makes this role different from other operations roles: we're building something big, and we're building quickly. The right person for this role isn't just an operator; they're a true builder. A problem-solver who isn't afraid to roll up their sleeves and create solutions, a leader who earns trust on the floor just as easily as they collaborate with the executive team, someone who can set the strategy and then go make it happen. This role is the bridge between the production floor and our leadership team, and you'll have the autonomy to shape how we operate, how our people grow, and how we scale. If you are the driven leader who thrives in fast-moving environments and always find a way, then this is the role for you. What You'll Own Run the Facility. You'rethe senior decision-maker on-site. When things get challenging,you'rethe one who figures it out.You'llprovide operational oversight across Warehouse, QA, Sanitation, Equipment Maintenance, Cream Cheese Production, and Bagel Production.You'llestablishSOPs, build production schedules, drive throughput targets, and continuously sharpen how weoperate. Lead People WhoMake anImpact. Building a strongteamculture is at the core of this role.You'llrecruit, develop, andretaina workforce thatmakes a genuine impact atPopUpBagels.You'llcoach your middle and senior managers,build outtraining programs, and create an environment where accountability and recognition go hand in hand. Our hourly workforce is the backbone of this operation, andhow you show up for them defines everything. Own the Numbers. This is a full P&L role.You'llmanage production costs, labor efficiency, waste reduction, and capital planning.You'llpartner closely with Financeand Accountingon budgeting, forecasting, and period-end reporting, andyou'llregularly present facility performance to senior leadership. You find ways to drive savings without compromising quality, safety, or people. Drive Supply Chain Alignment. Workdirectlywith our VP of Supply Chain to align production schedules with material availability.You'lloversee raw material procurement planning, inventory controls, warehouse operations, and ensure FIFO and food safety standards are never an afterthought. Lead Food Safety & Regulatory Compliance. Championa food-safety-first culture across everypartof the facility.You'llensure full compliance with FDA regulations, FSMA requirements, HACCP plans, and third-party audit standards (SQF, BRC).You will partner with the President of Operations tomaintainrigorous in-process and finished product qualitystandards,andmove fast when somethingdoesn'tmeet the bar. CollaborateAcross the Company. You'llrepresent plant operations in company-wide leadership meetings and collaborate with Distribution & Logistics, Supply Chain, and corporate leadership.You'lltranslatewhat'shappening on the floor into insights that shape strategy,andyou'llbring executive decisions back to the team in ways thatresonate and motivate. Who You Are and What You Bring: We're looking for a leader who is genuinely: A scrappy problem-solver. When something breaks at 7am or a key ingredient is backordered, you find a way.You'reresourceful, calm under pressure, and put in the time to figure it out. A trust-builder. Your team respects you becauseyou'veworked tobuildtrust,not because of your title.You'reon the floor, you know people's names, and you follow through on what you say. A galvanizing leader. You set a direction, you get buy-in, and you bring your team along with energy and conviction. People want to work hard for you because they knowyou'lldo the same for them. Equally at home in an exec meetingand apackingroom. You can build a financial model in the morning and troubleshoot a line issue in the afternoon. Youdon'task your team to do whatyou'renot willing to do yourself. Built for ambiguity.PopUpis growing fast and not everything is figured out yet. You see that as anexcitingopportunitywhere the future is limitless. You bring: Bachelor's degree in Food Science, Engineering, Operations Management, Business Administration, ora relatedfieldrequired. Master's degree (MBA or MS) preferred. Equivalent combinations of relevant education and experience will be considered. 10-15 years of progressive plant or manufacturing operations leadership, with at least 5 years in a senior or executive role with full P&L accountability. Experience leading operations in both lean, entrepreneurial/startup environments and larger, high-volume facilities. Proventrack recordof building high-performing, multi-department management teams. Prior food and beverage industry experience strongly preferred; dough-based, dairy, or yeast-based product experience (baked goods, spreads) is a significant plus. Familiarity with food safety regulatory frameworks: FSMA, HACCP, GMP, and third-party audit standards (SQF, BRC, AIB). Strong financial acumenwithbudget development, cost analysis, P&L management. Working knowledge of production cost drivers, manufacturing KPIs, and continuous improvement methodologies (Lean, Production Excellence, or equivalent). Experience partnering with corporate finance, supply chain, and distribution in a matrixed organization. Availability and willingness to be on-call on weekends and off-hours to respond to facility disruptions or emergencies. Proven success implementing capital improvement projects that drive efficiency. A history of building positive, rewarding workplace cultures for hourly workforces. Physical Requirements The following physical requirements are representative of those needed to perform the essential functions of this role. Reasonable accommodations may be made for individuals with qualifying disabilities. Ability to walk, stand, and move throughout a large production facility for extended periods during daily floor presence and inspections. Must be able to work in a manufacturing environment with varying temperatures (refrigerated dairy areas, warm bakery environments), moderate to loud noise levels, and exposure to flour dust, dairy ingredients, and food-grade cleaning agents. Occasional lifting of up to 50 pounds may berequired. Must be able to wear required PPE, including hair nets, beard nets, gloves, and safety footwear when on the production floor. Ability to use standard office equipment (computer, monitor, phone, conferencing technology) for extended periods. Occasional travel to corporate offices, franchise locations, or external meetings (estimatedup to 30%). PopUp Bagels is proud to be an Equal Opportunity Employer. We do not discriminate based on race, age, ancestry, creed, color, religion, gender, sexual orientation, pregnancy, childbirth or related condition, unemployment status, gender identity or expression, transgender status, marital status, domestic violence or sexual violence victim status, national origin, citizenship, disability, covered veteran and/or military status, genetic information, familial status, or any other characteristic protected under applicable federal, state, and local law. PopUp Bagels conducts pre-employment screenings in compliance with local, state, and federal laws, and utilizes E-Verify to confirm U.S. employment eligibility. The duties of this position may change from time to time. PopUp Bagels reserves the right to add or delete duties and responsibilities at its discretion. This posting describes the general nature and level of work expected and is not intended to be all-inclusive.

Job Description Job Description Premium Label & Packaging Solutions (PLPS) is looking for a Financial Planning & Analysis Manager to join our Finance team. Our environment is data-rich and fast-changing, and we have developed a solid suite of financial models, KPI reporting, and operating analytics that are continually enhanced. The person who holds this position will be expected to produce valid, creative, and insight-filled analysis on a routine basis to cross-functional partners and members of the management team. The FP&A Manager will play a key role in driving financial planning, reporting, and business intelligence for a leading label manufacturing company. This position is responsible for maintaining and enhancing financial models, administering and developing Microsoft Power BI dashboards, supporting data warehouse integrations, providing pricing and profitability analysis to support strategic decision-making, and identifying opportunities to implement AI to automate and enhance processes and data insights. The ideal candidate combines strong financial acumen with technical expertise in business intelligence and data management, serving as a key liaison between Finance, IT, Operations, Sales, and Executive Leadership. Key Responsibilities Financial Planning & Analysis Develop, maintain, and continuously enhance financial forecasting & budgeting models. Perform monthly financial analysis and management reporting to identify trends, risks, and opportunities. Support annual budgeting and periodic forecasting processes across business units. Analyze manufacturing performance, labor utilization, material costs, and operational efficiencies. Create financial models to support capital investment decisions, business initiatives, and strategic planning. Power BI Administration and AI Implementation Serve as the primary administrator and subject matter expert for Microsoft Power BI. Identify opportunities to implement AI to automate and enhance processes and data insights Design, develop, and maintain interactive dashboards, KPIs, scorecards, and executive reporting solutions. Collaborate with business stakeholders to gather reporting requirements and translate them into actionable visualizations. Ensure data integrity, governance, security, and performance optimization within the Power BI environment. Train users and promote adoption of self-service reporting capabilities. Data Warehouse & Systems Integration Understand data structures, ETL processes, and data flows to ensure accurate and reliable reporting. Validate data quality and reconcile financial information across multiple systems. Participate in data warehouse enhancement projects and reporting automation initiatives. Pricing & Commercial Support Provide analytical support for pricing strategies, customer profitability, and margin improvement initiatives. Develop pricing models and tools to support sales and commercial teams. Analyze customer, product, and market profitability to identify opportunities for revenue growth and margin expansion. Assist in evaluating bid pricing, incentive mechanisms, and strategic pricing decisions. Support business cases for new products, customers, and market opportunities. Cross-Functional Collaboration Partner with Sales, Operations, and Executive Leadership to deliver financial insights and recommendations. Support special projects, operational improvement initiatives, and strategic analyses as needed. Drive continuous improvement in reporting processes, financial systems, and analytics capabilities. Qualifications Education Bachelor's degree in finance, Accounting, or related field. MBA, CPA, or equivalent professional certification preferred. Experience 3+ years FP&A, financial and business analysis, data science or business intelligence experience. Experience within manufacturing, converting, packaging, printing, or label manufacturing environments is a plus. Proven experience developing and maintaining complex financial models. Hands-on experience administering and developing solutions in BI environments; MS Power BI is a plus Experience working with ERP systems and data warehouse environments. Technical Skills Advanced Excel and financial modeling, including full mastery of three statement modeling and the ability to scrutinize underlying model assumptions Advanced PowerPoint skills that enable a story-driven presentation with compelling and complete data to be articulated to each intended audience Experience with BI environments; MS Power BI development experience a plus Understanding of SQL, relational databases, and data warehouse concepts Competencies Strong analytical and problem-solving skills. Ability to translate complex data into actionable business insights. Excellent communication and presentation skills. Strong project management and organizational abilities. Ability to work independently while managing multiple priorities. Detail-oriented with a focus on data accuracy and process improvement. Works well in a fast-paced environment; effectively adapts to shifting plans and priorities Success Measures Accuracy and effectiveness of financial forecasts and models. Timely delivery of management reporting and business insights. Adoption and utilization of Power BI dashboards across the organization. Improved data quality and reporting automation through warehouse integrations. Enhanced pricing decisions and measurable improvements in product and customer profitability. Successful collaboration with business partners to drive operational and financial performance. This role offers a unique opportunity to combine strategic finance, advanced analytics, AI adoption, business intelligence, and pricing support to influence key business decisions within a dynamic manufacturing environment. Reporting and Compensation: This position has no direct reports currently The position reports directly to the CFO Compensation range $130K - $160K + competitive benefits package

Job Description Job Description Director of Construction Operations & Technology Nationally Award-Winning Custom Home Builder Full-Time Leadership Role High-Performance Team Environment About Us We are a nationally award-winning custom homebuilder in St. Petersburg, FL known for exceptional craftsmanship, innovative design, and an uncompromising client experience. Our company has built a reputation for excellence by combining strong execution with a close-knit, highly accountable team culture. We are entering an exciting growth phase and are seeking a highly driven, technologically advanced leader to help scale operations, optimize systems, and elevate project delivery across the company. This is not a corporate middle-management role. We are looking for a builder-minded operator who thrives in a fast-moving entrepreneurial environment, embraces emerging technologies and AI, and wants to help build one of the premier custom homebuilding companies in the country. Position Overview The Director of Construction Operations & Technology will oversee operational systems, estimating coordination, project workflows, and technology integration across the company. This role combines construction operations leadership with process optimization, AI implementation, and systems management. The ideal candidate has a strong background in custom homebuilding, estimating, and construction operations, while also possessing a forward-thinking mindset around automation, AI tools, and scalable operational infrastructure. You will report directly to the Owner, working hand-in-hand with our Sr. Construction Manager and Controller. Backed by a dedicated Permit Manager and Project Coordinator, your mission is to streamline operations, tighten up financial visibility, and ensure best in class project execution. Key Responsibilities Construction Operations Leadership Oversee and improve operational workflows from preconstruction through project closeout Collaborate with ownership on company scaling initiatives and operational strategy Identify inefficiencies and implement scalable systems and processes Assist in scheduling coordination, vendor communication, and operational problem-solving Support field and office teams with process development and accountability systems Estimating & Preconstruction Manage and perform estimating, budgeting, bid coordination, and cost analysis Develop and refine estimating templates, assemblies, and pricing systems Improve bid tracking, change order management, and financial forecasting workflows Coordinate with ownership on project feasibility and preconstruction planning Technology & AI Integration Lead implementation and optimization of operational tech stack including: JobTread BuilderTrend QuickBooks Online Gusto Google Workspace / Google Drive AI tools including ChatGPT, Claude, and custom AI agents/bots Develop AI-assisted workflows for all key areas of the business : SOP Creation Estimating Project Management Client & Team Communication Document & Data Organization Analyze, evaluate, and report to Owner on viability, process, and cost on software transition from Buildertrend to an open API platform like JobTread and recommended AI integration. Train and support team members in software and systems adoption. Continuously evaluate emerging technologies that improve efficiency and scalability Process Development & Systems Management Create and maintain SOPs, workflows, templates, and operational documentation Improve internal communication systems and project visibility Organize digital file structures and information management processes Build scalable systems that support future company growth Team Collaboration Help foster a high-performance, solutions-oriented culture Support leadership in maintaining accountability, organization, and operational excellence Ideal Candidate Required Traits Highly driven, proactive, and solution-oriented. "No problems - only solutions." Strong organizational and operational leadership abilities High EQ: Adept at reading, understanding, and communicating effectively with a diverse range of people Comfortable operating in a fast-paced entrepreneurial environment Technologically fluent and excited about AI integration Self-motivated with a high level of ownership and accountability Strong critical thinking and process improvement mindset Preferred Qualifications Background in luxury custom homebuilding or high-end remodeling, with strong expertise in premium finishes and detailing. Experience in preconstruction and estimating, complemented by a comprehensive understanding of residential construction operations and full-lifecycle project management. Experience with: JobTread BuilderTrend Google Workspace AI platforms such as ChatGPT, Claude, and custom AI agents/bots Demonstrated success leading the rollout of automation, scalable operational systems, and construction technology. Construction Management, Construction Technology, Engineering, or related degree preferred. A passion for clients, the built environment, and teams. What Makes This Opportunity Different Nationally recognized custom homebuilder with an excellent client reputation Tight-knit, highly collaborative team culture Direct access to ownership and company strategy Opportunity to help shape the future growth of the company High autonomy and meaningful impact Forward-thinking environment embracing AI and technology in construction Long-term growth potential into executive leadership Compensation & Benefits Compensation will be competitive and based on experience, capability, and leadership level. Compensation structure to include: Competitive Base salary Collaboratively defined performance-based incentives tied to key operational milestones, with a tailored bonus structure to be established upon successful completion of the onboarding period. Future-focused benefits targeted for Q4 2026, including an employer-matched 401(k) and an employer-coordinated health insurance program. Long-term leadership and compensation growth opportunities. To Apply Please submit: Resume Brief introduction about your background. A comprehensive overview highlighting your experience across luxury custom homebuilding, estimating, operations, and technology integration. Any available scores from past standardized tests (SAT, ACT) or personality assessments (Myers-Briggs, Prism)-we use these to learn how you think, operate, and lead. We are looking for someone who wants more than a job - someone with a love for our clients and team, a passion for the built environment, pride in their work, and an excitement to integrate emerging technologies to deliver the best operational efficiencies and client experience. Company Description Our goal is to build architecturally appealing, high-quality homes that positively impact our community. Driven by organic, word-of-mouth growth and a commitment to excellent client service, we are expanding our team and looking for a vibrant, committed leader seeking long-term career growth. Company Description Our goal is to build architecturally appealing, high-quality homes that positively impact our community. Driven by organic, word-of-mouth growth and a commitment to excellent client service, we are expanding our team and looking for a vibrant, committed leader seeking long-term career growth.

Job Description Job Description NOTE: This position is located in Denton, Texas, and may need to travel to Lewisville offices as needed. PURPOSE OF JOB The position is responsible for leading and managing contracted Mobility as a Service (MaaS) / Microtransit and Demand Response (Access Paratransit) programs to expand mobility options beyond traditional fixed-route transit. This role provides high-level contract administration, vendor performance oversight, and operational strategy for ADA and alternative service delivery models. This role leads data-driven decision-making, ensures contractual compliance, and collaborates with executive leadership to develop innovative mobility solutions that improve accessibility and operational performance. Additionally, the position researches, designs, implements, and administers ADA and alternative transit programs; evaluates contractor performance; recommends service improvements; and ensures the accuracy, consistency, and compliance of contracted service operations. The role strengthens DCTA's reputation as an innovator in mobility management and fosters collaborative public and private mobility partnerships. This position performs comprehensive program and contract management, oversees technology platforms supporting MaaS and Paratransit operations, manages eligibility and customer programs, conducts audits, and analyzes system and contractor performance trends. The position works with diverse internal and external stakeholders and prepares high-quality analytic and operational reports to support executive decision making. ESSENTIAL FUNCTIONS The following duties are standard for this position. The omission of specific statements of duties does not exclude them from the classification if the work is similar, related, or a logical assignment for this classification. Strategic Planning & Program Oversight • Advises executive leadership on mobility strategy, performance, and opportunities for innovation in Accessibility (ADA), MaaS, Microtransit, and Demand Response programs. • Develops service plans, operational models, and recommendations grounded in data analytics, service trends, and community needs. • Identifies opportunities to enhance service efficiency, cost-effectiveness, and customer experience. Contract Administration & Vendor Management • Provides full-cycle contract administration for multiple service contracts, including scope management, performance monitoring, compliance, and adherence to deliverables and standards. • Coordinates with contractors to ensure adequate vehicles, operators, and resources for current and future service needs. • Implements contract controls, conducts audits, evaluates Key Performance Indicators (KPIs), and ensures contractors meet contractual, regulatory, and customer service requirements. • Leads recurring vendor/contractor meetings to review performance, identify operational issues, resolve problems, and drive continuous improvement. • Reviews, reconciles, and validates contractor invoices, supporting documentation, and performance payments. Operational Management & Analysis • Develops, manages, and interprets operational, financial, and performance data using advanced Excel and data analysis tools. • Prepares and presents analytics, dashboards, and reports for senior leadership, public boards, and external stakeholders. • Oversees daily operations and service integration across ADA, MaaS, and Microtransit platforms, ensuring system functionality and service delivery efficiency. • Serves as subject matter expert for scheduling, dispatching, trip-booking, and customer service software platforms. Regulatory Oversight & Compliance • Ensures service delivery aligns with ADA requirements, DCTA policies, and industry standards. • Oversees ADA eligibility certification, recertification processes, and travel training programs. • Conducts audits of operational, financial, and performance data; recommends corrective action. Stakeholder Collaboration & Customer Experience • Acts as a primary liaison to contractors for customer needs. • Manages escalated customer service issues in coordination with contractor services ensuring timely, accurate, and customer-centric resolution. • Represents the agency in public forums, board meetings, and professional events. Continuous Improvement & Innovation • Evaluates emerging trends, technologies, and best practices to recommend improvements to service models, processes, and supporting technology. • Designs, documents, and implements improved workflows, performance dashboards, SOPs, and training tools. • Supports internal cross-functional initiatives to enhance service delivery and mobility outcomes. SUPERVISORY RESPONSIBILITIES Manages an ADA Coordinator/Travel Trainer and Mobility Services Specialist, along with all contract vendors. Counsels, supervises and evaluates the performance of staff; issues disciplinary warnings and assists in grievance procedures. Carries out supervisory responsibilities in accordance with the organization's values, policies and applicable laws. Is responsible for the overall direction, coordination, and evaluation of this unit. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems. REQUIREMENTS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Where applicable, an equivalent combination of education and experience may be considered in lieu of education/experience listed below. EXPERIENCE/EDUCATION (where applicable, an equivalent combination of education and experience may be considered) Must be 21 years of age or older. Bachelor's degree in Transportation, Business Administration, Public Administration, Operations Management, or a related field. Minimum of five (5) years of progressively responsible experience in transit operations management, contract management, program management, or project management. Minimum of three (3) leading a team/management. Equivalent combinations of education and experience may be considered. Valid Texas Driver's License or ability to obtain upon hire. ESSENTIAL KNOWLEDGE & SKILLS • Public transit operations, paratransit service delivery, and industry practices. • ADA regulations related to service eligibility, complementary paratransit, and reasonable modification requirements. • Contract administration, vendor management, and procurement processes for transit service delivery. • Advanced data analytics, Excel (pivot tables, complex formulas, analysis tools), and visualization platforms. • Mobility market trends, service planning principles, and operational performance metrics. • Software systems used in MaaS, Microtransit, or ADA paratransit operations. • Principles of financial oversight including budgeting, forecasting, and invoice validation. • Customer service best practices and conflict resolution methods. • Manage multiple contracts and programs with minimal supervision while meeting organizational goals. • Analyze complex datasets, identify trends, develop operational insights, and present findings clearly. • Interpret laws, regulations, contracts, and technical documents. • Build and maintain strong working relationships with vendors, staff, community partners, and stakeholders. • Work effectively in dynamic conditions with competing priorities. • Communicate clearly, concisely, and persuasively in oral and written formats. • Apply project management practices, develop schedules, track milestones, and manage workflows. • Resolve operational and customer issues with sound judgment and professionalism. • Lead process improvement initiatives and implement new service models or technologies. PHYSICAL ACTIVITIES: Physical activity includes, but is not limited to: on a continuous basis, sit at a desk for long periods of time; board and disembark from transit vehicles in a field environment, move safety through vehicle shop and maintenance areas, intermittently twist and reach office equipment; write or use keyboard to communicate through written means; lift moderate weight; reaching above the waist, reaching below the waist, and reaching waist to shoulder to reach inventory on shelves; talking and hearing when dealing with customers; and observation of transit projects and operations during field work. Occasionally requires kneeling, stooping, crouching, lifting, pushing, and pulling up to 25 lbs. Repeated use of hearing and speech to communicate on telephone, radios, and in person. Come be a part of an amazing team working to move the people of the 6th largest growing county in the United States! Additional perks and benefits that accompany full-time employment with DCTA: Employee portions of Medical and Dental benefits are 100% paid by the employer. If you have utilized a Proportionate Retirement Program in the past, the service time transfers to DCTA's retirement system, TCDRS . click apply for full job details

Job Description Job Description POSITION DESCRIPTION: Responsible for all processes relating to providing administrative support to the Commercial Credit and Closing Department. Performs a variety of duties related to the processing, closing, post-closing, and maintenance of commercial loans, including the more complex loans such as SWAPS and Participations. Responsible for training and ongoing mentoring of Commercial Loan Administrators. Interaction with other departments such as Loan Servicing, Accounting, Credit, as well as outside Attorneys. Responsible for performing reviews of commercial loan closing documents, pre- and post-closing, to ensure accuracy and completeness in accordance with the loan approval terms, conditions and requirements. Review compliance data for all approved loans to ensure accuracy and completeness to include but not limited to credit reports, flood determinations, EDR reports, appraisals, UCC filings, etc. Complete assigned administrative duties related to due diligence items prior to loan approval in support of commercial lenders and credit analysts Quality control of loan approvals to ensure conditions and covenants outlined within credit memos are appropriately defined and documented in closing documents Assist with the collection and filing of annual financial statement requirements via emails generated by Sageworks to customers. Monthly reconciliation and maintenance of commercial suspense general ledger for reporting to the accounting department. Monitoring of Adverse Action applications including updating and recording of pertinent information to tracking logs and preparation of customer notifications. Preparation of accurate commitment letters for approved commercial loans, gather all pre-closing conditions and other required checklist items including, but not limited to, CRA, beneficial ownership forms, CIP, flood determination, etc. Review and approve attorney-prepared commitment letters for accuracy of terms, dates, etc. Direct and coordinate preparation of all commercial loan documents, including NCDC loans. Recognize the appropriate documents for each type of loan and obtain any missing/incomplete documents prior to closing. Preparation of in-house loan closing documentation (typically small loans) including legal and supplemental Bank documents and calculation of all fees due (i.e., interest, escrow payoffs, etc.) and final funding amount. Preparation of supplemental Bank documents for all attorney loan closings including compliance documentation, closing instructions and calculations of all fees due (i.e., interest, escrow, payoffs, etc.) and final funding amount. Prepare, process, and monitor loan modification requests. Responsibilities include preparation of in-house modification documents, interaction with the attorney for attorney-prepared modifications, assure required compliance has been met, review of all documents prior to signing for accuracy and completeness. Additionally, upon execution of documents, ensure that appropriate fees are collected and that documents are complete and accurate. Prepare management reports as directed. Funding of all commercial loans including the OFAC check of all parties, wire preparation, wire entry and funding notification. Post-closing of all commercial loan files to include review of executed documents and compliance requirements to provide a complete and error free loan package to Loan Servicing for booking. Review and confirm adequate and appropriate Hazard, Flood, Builders Risk and/or Liability Insurance is in force prior to closing. Responsible for the process of ensuring that all loan files are retained up to Bank standards for completeness and neatness in Sageworks and Synergy. Process Express Loan applications. Prepare HMDA/CRA data for transmission into NContracts. Assist with preparation of Impaired Loan analysis (order appraisals, research insurance and taxes). Assist with identifying "shelf" loans on an annual basis. Assist with providing all necessary documentation for audits and exams. Key competencies include research, analytical and critical thinking skills, planning and organizing, information monitoring, strong communication skills, stress tolerance, attention to detail, accuracy, and confidentiality. Able to work independently, with minimal supervision. Complete all required compliance training. Perform other duties as required. DIGITAL LITERACY: The ability to use data, information, and communication technologies to find, evaluate, create, and communicate information, requiring both cognitive and technical skills Information, data, and content Teaching, learning and self-development Communication, collaboration, and participation Digital identity, safety, and security Technical proficiency with all bank products Awareness and interest in new technology Creation, innovation, and research BASIC KNOWLEDGE & TRAINING REQUIRED FOR MAXIMUM PROFICIENCY: A concise understanding of commercial loan products and compliance requirements along with knowledge of commercial loan documentation, commercial loan servicing and/or related areas. Attention to detail is a critical component of this position. Computer proficiency in a Windows based environment and knowledge of MS Word, Excel, and Outlook. Excellent verbal and written communication skills are a must. EXPERIENCE: Five to eight years of similar or related experience, with a minimum of three years' experience in the review of commercial loan documentation, commercial servicing and related areas. Superior customer service skills are required. Legal/Paralegal experience desired. EDUCATION: (1) A bachelor's degree, or (2) achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree. A minimum of three years of experience in the review of commercial loan documentation, commercial servicing and related areas required. MANAGERIAL RESPONSIBILITY: Has no supervisory/managerial responsibility but will serve as a mentor and resource for peers. Compensation: Compensation is based on our market pay structures. However, individual salaries are determined by a variety of factors including, but not limited to business considerations, local market conditions, and internal equity, as well as candidate qualifications, such as skills, education, and experience. Ascend Bank is an equal opportunity employer and offers equal opportunity to all applicants for all positions without regard to race, color, religion, national origin, age, disability, and veteran status. Applicants requiring reasonable accommodation in the application process should notify Human Resources. Ascend Bank participates in E-Verify. EOE/AA/M/F/D/V