Jobs Near Me
  • Home
  • Search Jobs
  • Register CV
  • Post a Job
  • Employer Pricing
  • Contact Us
  • Sign in
  • Sign up
  • Home
  • Search Jobs
  • Register CV
  • Post a Job
  • Employer Pricing
  • Contact Us
Sorry, that job is no longer available. Here are some results that may be similar to the job you were looking for.

26 jobs found

Email me jobs like this
Refine Search
Current Search
business unit manager risk control officer
VSolvit LLC
SENIOR CONTRACTS MANAGER
VSolvit LLC Huntsville, Alabama
POSITION IS HYBRID IN HUNTSVILLE, AL Job Summary The Senior Contracts Manager is responsible for strategic oversight and operational managementof all government contracts throughout their lifecycle - from capture and proposal development to negotiation, administration, and closeout ensuring all contracts are managed in strict compliance with FAR, DFARS, and related federal acquisition policies, while driving strategies that balance risk mitigation, profitability, and compliance.This role partners closely with Program Management, Finance, Business Development, and Legal to support pre-award and post-award activities, including contract negotiation, risk assessment, and execution.The position requires a seasoned contracts leaderwith deep GovCon expertise,proven negotiation success,and the ability to integrate contracting strategywith finance, legal, and business development functions and will play a pivotal role in shaping contracting policy, ensuring cost-effective execution, and supporting the company's growth from small or mid-tier contractor status into a competitive unrestricted prime. As with any position, additional expectations exist. Some of these include, but are not limited to, adhering to normal working hours, meeting deadlines, following company policies as outlined by the Employee Handbook, communicating regularly with assigned supervisor(s), staying focused on assigned tasks, and completing other tasks as assigned. Responsibilities Serve as the primary point of contact for all contract administration activities, including new awards, modifications, extensions, and closeouts Review, analyze, and interpret contract terms and conditions to ensure compliance with company policies and government regulations Support proposal and capture teams in developing compliant contract responses, pricing structures, and risk assessments Lead contract negotiations with customers, subcontractors, and teaming partners Coordinate with Legal and Finance to ensure alignment between contract obligations, billing, and financial reporting Prepare and maintain contractual documents, including NDAs, Teaming Agreements, Subcontracts, and Task Orders Ensure timely submission of deliverables, contract reports, and modifications Advise program teams on contract interpretation, risk mitigation, and change management Conduct internal audits to monitor compliance and identify areas for improvement Serve as an internal subject matter expert on FAR/DFARS, SBA regulations, and organizational policies related to procurement and contracting Mentor junior contract staff and assist in developing scalable contract management procedures Strategic Objectives Strengthen Compliance and Governance:Build a contracting framework that ensures 100% compliance with FAR/DFARS and internal policies Mitigate Risk Proactively:Identify, quantify, and manage contractual and regulatory risks at every stage of the contract lifecycle Enhance Negotiation Outcomes:Achieve favorable pricing, terms, and conditions through strategic negotiation and stakeholder alignment Optimize Proposal-to-Award Efficiency:Streamline capture, proposal, and contract award processes to improve competitiveness and win rates Develop Talent and Systems:Build a high-performing contracts team supported by modern tools, templates, and training for sustained operational excellence 1. Strategic Leadership Define and execute the overall contracting strategyin alignment with corporate goals and risk appetite Serve as a senior advisor to the CEO, CFO, and COOon contractual and regulatory issues Drive standardization and continuous improvement of contract policies and tools Represent the organization in high-stakes negotiations and compliance reviews 2. Team Management and Development Lead and mentor a team of contracts managers, administrators, and analysts Implement career development and certification pathways (CPCM, CFCM) Establish a collaborative, accountable, and compliance-driven team culture 3. Compliance and Risk Management Ensure adherence to FAR, DFARS, SBA, ITAR and agency-specific supplements Review contracts for legal, financial, and performance risks and develop mitigation plans Lead internal audits and external compliance responses with DCAA, DCMA, or agency inspectors Maintain up-to-date knowledge of regulatory changes and train staff accordingly 4. Contract Negotiations and Pricing Lead negotiations for multi-year, multi-million-dollar contracts and subcontracts Partner with finance, capture, and legal teams to define terms, conditions, and pricing models Ensure cost proposals are fully compliant and defensible in audits and negotiations Maintain positive relationships with Contracting Officers and government stakeholders 5. Proposal and Capture Support Oversee proposal strategy and ensure compliant, compelling submissions Review RFIs, RFPs, and amendments to identify requirements, risks, and opportunities Provide contractual input during capture planning and pricing reviews Ensure timely and accurate preparation of contract modifications and renewals 6. Contract Administration Manage the full contract lifecycle:award, execution, modifications, and closeout Track deliverables, funding, and performance obligations Maintain a centralized, audit-ready contract repository and document control system Coordinate with finance for invoicing, funding status, and billing accuracy 7. Stakeholder and Client Relations Serve as the primary interface for contract matters with executives, legal counsel, auditors, and government representatives Ensure cross-functional coordination between Contracts, Operations, and Program Management Support small business subcontracting compliance and reporting Basic Qualifications Active Secret Clearance Bachelor's degree in Business, Law, or related field 15+ years in government contracting, with 7+ years in leadership or management roles Comprehensive understanding of FAR, DFARS, ITAR, SBA and other federal acquisition regulations Strong leadership, negotiation, risk management and analytical skills with attention to contractual detail Demonstrated ability to manage multiple contracts and priorities in a fast-paced environment Excellent communication and interpersonal skills, with the ability to interface effectively at all organizational levels Proficiency in Microsoft Office Suite and familiarity with contract management systems If applicable: If you are or have been recently employed by the U.S. government, a post-employment ethics letter will be required if employment with VSolvit is offered Preferred Qualifications Master's degree in Business, Law, Contract Management, or related discipline NCMA certification (CPCM, CFCM, or NCMA) Experience with cost-plus, fixed-price, and T&M contract types Experience supporting Navy, Marine Corps, or other DoD customers Prior experience with JAMIS, Deltek, or similar ERP systems Company Summary Join the VSolvit Team! Founded in 2006, VSolvit (pronounced 'We Solve It') is a technology services provider that specializes in cybersecurity, cloud computing, geographic information systems (GIS), business intelligence (BI) systems, data warehousing, engineering services, and custom database and application development. VSolvit is an award winning WOSB, CA CDB, MBE, WBE, and CMMI Level 3 certified company. We offer a customizable health benefits program that best meets the needs of its employees. Offering may include: medical, dental, and vision insurance, life insurance, long and short-term disability and other insurance products, Health Savings Account, Flexible Spending Account, 401K Retirement Plan options, Tuition Reimbursement, and assorted voluntary benefits. Our goal is to grow together and enjoy the work that we do as a team. VSolvit LLC is an Equal Opportunity/Affirmative Action employer and will consider all qualified applicants for employment without regard to race, color, religion, sex, national origin, protected veteran status, or disability status.
12/07/2025
Full time
POSITION IS HYBRID IN HUNTSVILLE, AL Job Summary The Senior Contracts Manager is responsible for strategic oversight and operational managementof all government contracts throughout their lifecycle - from capture and proposal development to negotiation, administration, and closeout ensuring all contracts are managed in strict compliance with FAR, DFARS, and related federal acquisition policies, while driving strategies that balance risk mitigation, profitability, and compliance.This role partners closely with Program Management, Finance, Business Development, and Legal to support pre-award and post-award activities, including contract negotiation, risk assessment, and execution.The position requires a seasoned contracts leaderwith deep GovCon expertise,proven negotiation success,and the ability to integrate contracting strategywith finance, legal, and business development functions and will play a pivotal role in shaping contracting policy, ensuring cost-effective execution, and supporting the company's growth from small or mid-tier contractor status into a competitive unrestricted prime. As with any position, additional expectations exist. Some of these include, but are not limited to, adhering to normal working hours, meeting deadlines, following company policies as outlined by the Employee Handbook, communicating regularly with assigned supervisor(s), staying focused on assigned tasks, and completing other tasks as assigned. Responsibilities Serve as the primary point of contact for all contract administration activities, including new awards, modifications, extensions, and closeouts Review, analyze, and interpret contract terms and conditions to ensure compliance with company policies and government regulations Support proposal and capture teams in developing compliant contract responses, pricing structures, and risk assessments Lead contract negotiations with customers, subcontractors, and teaming partners Coordinate with Legal and Finance to ensure alignment between contract obligations, billing, and financial reporting Prepare and maintain contractual documents, including NDAs, Teaming Agreements, Subcontracts, and Task Orders Ensure timely submission of deliverables, contract reports, and modifications Advise program teams on contract interpretation, risk mitigation, and change management Conduct internal audits to monitor compliance and identify areas for improvement Serve as an internal subject matter expert on FAR/DFARS, SBA regulations, and organizational policies related to procurement and contracting Mentor junior contract staff and assist in developing scalable contract management procedures Strategic Objectives Strengthen Compliance and Governance:Build a contracting framework that ensures 100% compliance with FAR/DFARS and internal policies Mitigate Risk Proactively:Identify, quantify, and manage contractual and regulatory risks at every stage of the contract lifecycle Enhance Negotiation Outcomes:Achieve favorable pricing, terms, and conditions through strategic negotiation and stakeholder alignment Optimize Proposal-to-Award Efficiency:Streamline capture, proposal, and contract award processes to improve competitiveness and win rates Develop Talent and Systems:Build a high-performing contracts team supported by modern tools, templates, and training for sustained operational excellence 1. Strategic Leadership Define and execute the overall contracting strategyin alignment with corporate goals and risk appetite Serve as a senior advisor to the CEO, CFO, and COOon contractual and regulatory issues Drive standardization and continuous improvement of contract policies and tools Represent the organization in high-stakes negotiations and compliance reviews 2. Team Management and Development Lead and mentor a team of contracts managers, administrators, and analysts Implement career development and certification pathways (CPCM, CFCM) Establish a collaborative, accountable, and compliance-driven team culture 3. Compliance and Risk Management Ensure adherence to FAR, DFARS, SBA, ITAR and agency-specific supplements Review contracts for legal, financial, and performance risks and develop mitigation plans Lead internal audits and external compliance responses with DCAA, DCMA, or agency inspectors Maintain up-to-date knowledge of regulatory changes and train staff accordingly 4. Contract Negotiations and Pricing Lead negotiations for multi-year, multi-million-dollar contracts and subcontracts Partner with finance, capture, and legal teams to define terms, conditions, and pricing models Ensure cost proposals are fully compliant and defensible in audits and negotiations Maintain positive relationships with Contracting Officers and government stakeholders 5. Proposal and Capture Support Oversee proposal strategy and ensure compliant, compelling submissions Review RFIs, RFPs, and amendments to identify requirements, risks, and opportunities Provide contractual input during capture planning and pricing reviews Ensure timely and accurate preparation of contract modifications and renewals 6. Contract Administration Manage the full contract lifecycle:award, execution, modifications, and closeout Track deliverables, funding, and performance obligations Maintain a centralized, audit-ready contract repository and document control system Coordinate with finance for invoicing, funding status, and billing accuracy 7. Stakeholder and Client Relations Serve as the primary interface for contract matters with executives, legal counsel, auditors, and government representatives Ensure cross-functional coordination between Contracts, Operations, and Program Management Support small business subcontracting compliance and reporting Basic Qualifications Active Secret Clearance Bachelor's degree in Business, Law, or related field 15+ years in government contracting, with 7+ years in leadership or management roles Comprehensive understanding of FAR, DFARS, ITAR, SBA and other federal acquisition regulations Strong leadership, negotiation, risk management and analytical skills with attention to contractual detail Demonstrated ability to manage multiple contracts and priorities in a fast-paced environment Excellent communication and interpersonal skills, with the ability to interface effectively at all organizational levels Proficiency in Microsoft Office Suite and familiarity with contract management systems If applicable: If you are or have been recently employed by the U.S. government, a post-employment ethics letter will be required if employment with VSolvit is offered Preferred Qualifications Master's degree in Business, Law, Contract Management, or related discipline NCMA certification (CPCM, CFCM, or NCMA) Experience with cost-plus, fixed-price, and T&M contract types Experience supporting Navy, Marine Corps, or other DoD customers Prior experience with JAMIS, Deltek, or similar ERP systems Company Summary Join the VSolvit Team! Founded in 2006, VSolvit (pronounced 'We Solve It') is a technology services provider that specializes in cybersecurity, cloud computing, geographic information systems (GIS), business intelligence (BI) systems, data warehousing, engineering services, and custom database and application development. VSolvit is an award winning WOSB, CA CDB, MBE, WBE, and CMMI Level 3 certified company. We offer a customizable health benefits program that best meets the needs of its employees. Offering may include: medical, dental, and vision insurance, life insurance, long and short-term disability and other insurance products, Health Savings Account, Flexible Spending Account, 401K Retirement Plan options, Tuition Reimbursement, and assorted voluntary benefits. Our goal is to grow together and enjoy the work that we do as a team. VSolvit LLC is an Equal Opportunity/Affirmative Action employer and will consider all qualified applicants for employment without regard to race, color, religion, sex, national origin, protected veteran status, or disability status.
Mortgage Loan Processor
Levo Federal Credit Union Dilworth, Minnesota
Mortgage Loan Originator Department: Mortgage Services Reports To: Assistant Vice President Mortgage Services FLSA: Exempt Date last updated: 04/01/2024 Summary Responsible for the timely, courteous, and confidential processing, closing, underwriting, and shipping of all types of mortgage loans for members by performing the following duties: Essential Duties and Responsibilities include the following. Other duties may be assigned. Interviews mortgage loan applicants and analyzes the information received to recommend the correct product for the applicant. Submit the mortgage loan application to an automated underwriting system for approval. Document the loan file with accurate information and comply with all underwriting requirements as stated on the automated underwriting decision sheet. Prepares directions for the Loan processor pertaining to the information that will be required to perfect the mortgage loan sale to the secondary market. Communicates to the applicant, real estate agent, etc. the status of the mortgage application. Develops and promotes good public relations within the Real Estate community and with the member base of the Sioux Falls Federal Credit Union, etc. Reviews the completed file to assure that all mortgage processing functions are completed before and after closing for proper documentation and salability of the loan to the secondary market. Perfects the loan documentation for purchases for any loans which are suspended. Keeps updated and current on all mortgage products, procedures, and policies. Makes recommendations of needs for review or changes of policies and procedures relating to the mortgage lending process to the AVP Mortgage Services. Is knowledgeable about all products available at the Credit Union and actively cross sells products to qualified members. Assists the Marketing Department in the promotion and development of mortgage related products. Assists in the collection of payments for all in-house mortgages which the loan officer originates. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies : Credibility - Provides reliable and accurate information, offers fully researched recommendations, instills customer confidence, supports organizational values and policies, takes responsibility for own actions and mistakes. Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively. Conflict Resolution - Encourages open communications, confronts difficult situations, maintains objectivity, keeps emotions under control, uses negotiation skills to resolve conflicts. Community Relations - Participates within the community, takes leadership role in external activities, presents favorable image of organization, uses community involvement to increase business. Achievement Focus - Sets and achieves clear and challenging goals, demonstrates persistence, and overcomes obstacles, Measures self against standard of excellence, Recognizes and acts on opportunities, takes calculated risks to accomplish goals. Self-Management - Regulates impact of own emotions upon others, remains focused and resilient under stress, accepts criticism, and recovers quickly from setbacks, Projects realistic self-confidence in abilities. Loan Portfolio Maintenance - Identifies qualified prospects, assesses credit risks, presents credit alternatives, keeps current with rules and regulations, maintains portfolio mix and Achieves loan results. Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections. Requirements Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: Four-year degree in business or a related field or Two-Three years related mortgage lending experience and/or training or an equivalent combination of education and experience. Language Skills: Ability to read, analyze, and interpret financial data, general business information and periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from managers, members, and the general public. Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. Must have well-developed math and problem solving skills. Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to research data and make accurate decisions. Computer Skills: To perform this job successfully, an individual should have knowledge of Internet, Spreadsheet, and Word Processing software. Should also have ability to type accurately and operate a 10-key adding machine and knowledge of automated underwriting software. Certificates, Licenses, Registrations Other Skills and Abilities: The employee should have a thorough understanding of all policies, regulations and procedures for regulatory and investor agencies as they pertain to the mortgage lending industry such as but not limited to knowledge pertaining to FHA, VA, Conventional and Rural Development guidelines and regulatory compliance. Other Qualifications: The employee must have a high level of professionalism, good judgement and impartiality. They must display a courteous and helpful attitude toward members and co-workers and demonstrate the ability to develop and maintain positive relationships. They must possess effective verbal and written communications skills and be able to work in a fast-paced, production-oriented environment. Physical Demands and Work Environment: While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is frequently required to use hands to finger, handle, or feel. The employee is occasionally required to stand; walk; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. The noise level in the work environment is usually moderate. The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Salary Description $45,000-$70,000 Dep. on Exp + Sales Bonuses
12/07/2025
Full time
Mortgage Loan Originator Department: Mortgage Services Reports To: Assistant Vice President Mortgage Services FLSA: Exempt Date last updated: 04/01/2024 Summary Responsible for the timely, courteous, and confidential processing, closing, underwriting, and shipping of all types of mortgage loans for members by performing the following duties: Essential Duties and Responsibilities include the following. Other duties may be assigned. Interviews mortgage loan applicants and analyzes the information received to recommend the correct product for the applicant. Submit the mortgage loan application to an automated underwriting system for approval. Document the loan file with accurate information and comply with all underwriting requirements as stated on the automated underwriting decision sheet. Prepares directions for the Loan processor pertaining to the information that will be required to perfect the mortgage loan sale to the secondary market. Communicates to the applicant, real estate agent, etc. the status of the mortgage application. Develops and promotes good public relations within the Real Estate community and with the member base of the Sioux Falls Federal Credit Union, etc. Reviews the completed file to assure that all mortgage processing functions are completed before and after closing for proper documentation and salability of the loan to the secondary market. Perfects the loan documentation for purchases for any loans which are suspended. Keeps updated and current on all mortgage products, procedures, and policies. Makes recommendations of needs for review or changes of policies and procedures relating to the mortgage lending process to the AVP Mortgage Services. Is knowledgeable about all products available at the Credit Union and actively cross sells products to qualified members. Assists the Marketing Department in the promotion and development of mortgage related products. Assists in the collection of payments for all in-house mortgages which the loan officer originates. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies : Credibility - Provides reliable and accurate information, offers fully researched recommendations, instills customer confidence, supports organizational values and policies, takes responsibility for own actions and mistakes. Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively. Conflict Resolution - Encourages open communications, confronts difficult situations, maintains objectivity, keeps emotions under control, uses negotiation skills to resolve conflicts. Community Relations - Participates within the community, takes leadership role in external activities, presents favorable image of organization, uses community involvement to increase business. Achievement Focus - Sets and achieves clear and challenging goals, demonstrates persistence, and overcomes obstacles, Measures self against standard of excellence, Recognizes and acts on opportunities, takes calculated risks to accomplish goals. Self-Management - Regulates impact of own emotions upon others, remains focused and resilient under stress, accepts criticism, and recovers quickly from setbacks, Projects realistic self-confidence in abilities. Loan Portfolio Maintenance - Identifies qualified prospects, assesses credit risks, presents credit alternatives, keeps current with rules and regulations, maintains portfolio mix and Achieves loan results. Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections. Requirements Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: Four-year degree in business or a related field or Two-Three years related mortgage lending experience and/or training or an equivalent combination of education and experience. Language Skills: Ability to read, analyze, and interpret financial data, general business information and periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from managers, members, and the general public. Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. Must have well-developed math and problem solving skills. Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to research data and make accurate decisions. Computer Skills: To perform this job successfully, an individual should have knowledge of Internet, Spreadsheet, and Word Processing software. Should also have ability to type accurately and operate a 10-key adding machine and knowledge of automated underwriting software. Certificates, Licenses, Registrations Other Skills and Abilities: The employee should have a thorough understanding of all policies, regulations and procedures for regulatory and investor agencies as they pertain to the mortgage lending industry such as but not limited to knowledge pertaining to FHA, VA, Conventional and Rural Development guidelines and regulatory compliance. Other Qualifications: The employee must have a high level of professionalism, good judgement and impartiality. They must display a courteous and helpful attitude toward members and co-workers and demonstrate the ability to develop and maintain positive relationships. They must possess effective verbal and written communications skills and be able to work in a fast-paced, production-oriented environment. Physical Demands and Work Environment: While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is frequently required to use hands to finger, handle, or feel. The employee is occasionally required to stand; walk; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. The noise level in the work environment is usually moderate. The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Salary Description $45,000-$70,000 Dep. on Exp + Sales Bonuses
Loan Processor
Levo Federal Credit Union Comstock, Minnesota
Mortgage Loan Originator Department: Mortgage Services Reports To: Assistant Vice President Mortgage Services FLSA: Exempt Date last updated: 04/01/2024 Summary Responsible for the timely, courteous, and confidential processing, closing, underwriting, and shipping of all types of mortgage loans for members by performing the following duties: Essential Duties and Responsibilities include the following. Other duties may be assigned. Interviews mortgage loan applicants and analyzes the information received to recommend the correct product for the applicant. Submit the mortgage loan application to an automated underwriting system for approval. Document the loan file with accurate information and comply with all underwriting requirements as stated on the automated underwriting decision sheet. Prepares directions for the Loan processor pertaining to the information that will be required to perfect the mortgage loan sale to the secondary market. Communicates to the applicant, real estate agent, etc. the status of the mortgage application. Develops and promotes good public relations within the Real Estate community and with the member base of the Sioux Falls Federal Credit Union, etc. Reviews the completed file to assure that all mortgage processing functions are completed before and after closing for proper documentation and salability of the loan to the secondary market. Perfects the loan documentation for purchases for any loans which are suspended. Keeps updated and current on all mortgage products, procedures, and policies. Makes recommendations of needs for review or changes of policies and procedures relating to the mortgage lending process to the AVP Mortgage Services. Is knowledgeable about all products available at the Credit Union and actively cross sells products to qualified members. Assists the Marketing Department in the promotion and development of mortgage related products. Assists in the collection of payments for all in-house mortgages which the loan officer originates. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies : Credibility - Provides reliable and accurate information, offers fully researched recommendations, instills customer confidence, supports organizational values and policies, takes responsibility for own actions and mistakes. Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively. Conflict Resolution - Encourages open communications, confronts difficult situations, maintains objectivity, keeps emotions under control, uses negotiation skills to resolve conflicts. Community Relations - Participates within the community, takes leadership role in external activities, presents favorable image of organization, uses community involvement to increase business. Achievement Focus - Sets and achieves clear and challenging goals, demonstrates persistence, and overcomes obstacles, Measures self against standard of excellence, Recognizes and acts on opportunities, takes calculated risks to accomplish goals. Self-Management - Regulates impact of own emotions upon others, remains focused and resilient under stress, accepts criticism, and recovers quickly from setbacks, Projects realistic self-confidence in abilities. Loan Portfolio Maintenance - Identifies qualified prospects, assesses credit risks, presents credit alternatives, keeps current with rules and regulations, maintains portfolio mix and Achieves loan results. Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections. Requirements Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: Four-year degree in business or a related field or Two-Three years related mortgage lending experience and/or training or an equivalent combination of education and experience. Language Skills: Ability to read, analyze, and interpret financial data, general business information and periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from managers, members, and the general public. Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. Must have well-developed math and problem solving skills. Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to research data and make accurate decisions. Computer Skills: To perform this job successfully, an individual should have knowledge of Internet, Spreadsheet, and Word Processing software. Should also have ability to type accurately and operate a 10-key adding machine and knowledge of automated underwriting software. Certificates, Licenses, Registrations Other Skills and Abilities: The employee should have a thorough understanding of all policies, regulations and procedures for regulatory and investor agencies as they pertain to the mortgage lending industry such as but not limited to knowledge pertaining to FHA, VA, Conventional and Rural Development guidelines and regulatory compliance. Other Qualifications: The employee must have a high level of professionalism, good judgement and impartiality. They must display a courteous and helpful attitude toward members and co-workers and demonstrate the ability to develop and maintain positive relationships. They must possess effective verbal and written communications skills and be able to work in a fast-paced, production-oriented environment. Physical Demands and Work Environment: While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is frequently required to use hands to finger, handle, or feel. The employee is occasionally required to stand; walk; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. The noise level in the work environment is usually moderate. The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Salary Description $45,000-$70,000 Dep. on Exp + Sales Bonuses
12/06/2025
Full time
Mortgage Loan Originator Department: Mortgage Services Reports To: Assistant Vice President Mortgage Services FLSA: Exempt Date last updated: 04/01/2024 Summary Responsible for the timely, courteous, and confidential processing, closing, underwriting, and shipping of all types of mortgage loans for members by performing the following duties: Essential Duties and Responsibilities include the following. Other duties may be assigned. Interviews mortgage loan applicants and analyzes the information received to recommend the correct product for the applicant. Submit the mortgage loan application to an automated underwriting system for approval. Document the loan file with accurate information and comply with all underwriting requirements as stated on the automated underwriting decision sheet. Prepares directions for the Loan processor pertaining to the information that will be required to perfect the mortgage loan sale to the secondary market. Communicates to the applicant, real estate agent, etc. the status of the mortgage application. Develops and promotes good public relations within the Real Estate community and with the member base of the Sioux Falls Federal Credit Union, etc. Reviews the completed file to assure that all mortgage processing functions are completed before and after closing for proper documentation and salability of the loan to the secondary market. Perfects the loan documentation for purchases for any loans which are suspended. Keeps updated and current on all mortgage products, procedures, and policies. Makes recommendations of needs for review or changes of policies and procedures relating to the mortgage lending process to the AVP Mortgage Services. Is knowledgeable about all products available at the Credit Union and actively cross sells products to qualified members. Assists the Marketing Department in the promotion and development of mortgage related products. Assists in the collection of payments for all in-house mortgages which the loan officer originates. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies : Credibility - Provides reliable and accurate information, offers fully researched recommendations, instills customer confidence, supports organizational values and policies, takes responsibility for own actions and mistakes. Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively. Conflict Resolution - Encourages open communications, confronts difficult situations, maintains objectivity, keeps emotions under control, uses negotiation skills to resolve conflicts. Community Relations - Participates within the community, takes leadership role in external activities, presents favorable image of organization, uses community involvement to increase business. Achievement Focus - Sets and achieves clear and challenging goals, demonstrates persistence, and overcomes obstacles, Measures self against standard of excellence, Recognizes and acts on opportunities, takes calculated risks to accomplish goals. Self-Management - Regulates impact of own emotions upon others, remains focused and resilient under stress, accepts criticism, and recovers quickly from setbacks, Projects realistic self-confidence in abilities. Loan Portfolio Maintenance - Identifies qualified prospects, assesses credit risks, presents credit alternatives, keeps current with rules and regulations, maintains portfolio mix and Achieves loan results. Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections. Requirements Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: Four-year degree in business or a related field or Two-Three years related mortgage lending experience and/or training or an equivalent combination of education and experience. Language Skills: Ability to read, analyze, and interpret financial data, general business information and periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from managers, members, and the general public. Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. Must have well-developed math and problem solving skills. Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to research data and make accurate decisions. Computer Skills: To perform this job successfully, an individual should have knowledge of Internet, Spreadsheet, and Word Processing software. Should also have ability to type accurately and operate a 10-key adding machine and knowledge of automated underwriting software. Certificates, Licenses, Registrations Other Skills and Abilities: The employee should have a thorough understanding of all policies, regulations and procedures for regulatory and investor agencies as they pertain to the mortgage lending industry such as but not limited to knowledge pertaining to FHA, VA, Conventional and Rural Development guidelines and regulatory compliance. Other Qualifications: The employee must have a high level of professionalism, good judgement and impartiality. They must display a courteous and helpful attitude toward members and co-workers and demonstrate the ability to develop and maintain positive relationships. They must possess effective verbal and written communications skills and be able to work in a fast-paced, production-oriented environment. Physical Demands and Work Environment: While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is frequently required to use hands to finger, handle, or feel. The employee is occasionally required to stand; walk; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. The noise level in the work environment is usually moderate. The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Salary Description $45,000-$70,000 Dep. on Exp + Sales Bonuses
Loan Officer - Credit Union
Levo Federal Credit Union Comstock, Minnesota
Mortgage Loan Originator Department: Mortgage Services Reports To: Assistant Vice President Mortgage Services FLSA: Exempt Date last updated: 04/01/2024 Summary Responsible for the timely, courteous, and confidential processing, closing, underwriting, and shipping of all types of mortgage loans for members by performing the following duties: Essential Duties and Responsibilities include the following. Other duties may be assigned. Interviews mortgage loan applicants and analyzes the information received to recommend the correct product for the applicant. Submit the mortgage loan application to an automated underwriting system for approval. Document the loan file with accurate information and comply with all underwriting requirements as stated on the automated underwriting decision sheet. Prepares directions for the Loan processor pertaining to the information that will be required to perfect the mortgage loan sale to the secondary market. Communicates to the applicant, real estate agent, etc. the status of the mortgage application. Develops and promotes good public relations within the Real Estate community and with the member base of the Sioux Falls Federal Credit Union, etc. Reviews the completed file to assure that all mortgage processing functions are completed before and after closing for proper documentation and salability of the loan to the secondary market. Perfects the loan documentation for purchases for any loans which are suspended. Keeps updated and current on all mortgage products, procedures, and policies. Makes recommendations of needs for review or changes of policies and procedures relating to the mortgage lending process to the AVP Mortgage Services. Is knowledgeable about all products available at the Credit Union and actively cross sells products to qualified members. Assists the Marketing Department in the promotion and development of mortgage related products. Assists in the collection of payments for all in-house mortgages which the loan officer originates. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies : Credibility - Provides reliable and accurate information, offers fully researched recommendations, instills customer confidence, supports organizational values and policies, takes responsibility for own actions and mistakes. Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively. Conflict Resolution - Encourages open communications, confronts difficult situations, maintains objectivity, keeps emotions under control, uses negotiation skills to resolve conflicts. Community Relations - Participates within the community, takes leadership role in external activities, presents favorable image of organization, uses community involvement to increase business. Achievement Focus - Sets and achieves clear and challenging goals, demonstrates persistence, and overcomes obstacles, Measures self against standard of excellence, Recognizes and acts on opportunities, takes calculated risks to accomplish goals. Self-Management - Regulates impact of own emotions upon others, remains focused and resilient under stress, accepts criticism, and recovers quickly from setbacks, Projects realistic self-confidence in abilities. Loan Portfolio Maintenance - Identifies qualified prospects, assesses credit risks, presents credit alternatives, keeps current with rules and regulations, maintains portfolio mix and Achieves loan results. Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections. Requirements Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: Four-year degree in business or a related field or Two-Three years related mortgage lending experience and/or training or an equivalent combination of education and experience. Language Skills: Ability to read, analyze, and interpret financial data, general business information and periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from managers, members, and the general public. Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. Must have well-developed math and problem solving skills. Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to research data and make accurate decisions. Computer Skills: To perform this job successfully, an individual should have knowledge of Internet, Spreadsheet, and Word Processing software. Should also have ability to type accurately and operate a 10-key adding machine and knowledge of automated underwriting software. Certificates, Licenses, Registrations Other Skills and Abilities: The employee should have a thorough understanding of all policies, regulations and procedures for regulatory and investor agencies as they pertain to the mortgage lending industry such as but not limited to knowledge pertaining to FHA, VA, Conventional and Rural Development guidelines and regulatory compliance. Other Qualifications: The employee must have a high level of professionalism, good judgement and impartiality. They must display a courteous and helpful attitude toward members and co-workers and demonstrate the ability to develop and maintain positive relationships. They must possess effective verbal and written communications skills and be able to work in a fast-paced, production-oriented environment. Physical Demands and Work Environment: While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is frequently required to use hands to finger, handle, or feel. The employee is occasionally required to stand; walk; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. The noise level in the work environment is usually moderate. The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Salary Description $45,000-$70,000 Dep. on Exp + Sales Bonuses
12/06/2025
Full time
Mortgage Loan Originator Department: Mortgage Services Reports To: Assistant Vice President Mortgage Services FLSA: Exempt Date last updated: 04/01/2024 Summary Responsible for the timely, courteous, and confidential processing, closing, underwriting, and shipping of all types of mortgage loans for members by performing the following duties: Essential Duties and Responsibilities include the following. Other duties may be assigned. Interviews mortgage loan applicants and analyzes the information received to recommend the correct product for the applicant. Submit the mortgage loan application to an automated underwriting system for approval. Document the loan file with accurate information and comply with all underwriting requirements as stated on the automated underwriting decision sheet. Prepares directions for the Loan processor pertaining to the information that will be required to perfect the mortgage loan sale to the secondary market. Communicates to the applicant, real estate agent, etc. the status of the mortgage application. Develops and promotes good public relations within the Real Estate community and with the member base of the Sioux Falls Federal Credit Union, etc. Reviews the completed file to assure that all mortgage processing functions are completed before and after closing for proper documentation and salability of the loan to the secondary market. Perfects the loan documentation for purchases for any loans which are suspended. Keeps updated and current on all mortgage products, procedures, and policies. Makes recommendations of needs for review or changes of policies and procedures relating to the mortgage lending process to the AVP Mortgage Services. Is knowledgeable about all products available at the Credit Union and actively cross sells products to qualified members. Assists the Marketing Department in the promotion and development of mortgage related products. Assists in the collection of payments for all in-house mortgages which the loan officer originates. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies : Credibility - Provides reliable and accurate information, offers fully researched recommendations, instills customer confidence, supports organizational values and policies, takes responsibility for own actions and mistakes. Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively. Conflict Resolution - Encourages open communications, confronts difficult situations, maintains objectivity, keeps emotions under control, uses negotiation skills to resolve conflicts. Community Relations - Participates within the community, takes leadership role in external activities, presents favorable image of organization, uses community involvement to increase business. Achievement Focus - Sets and achieves clear and challenging goals, demonstrates persistence, and overcomes obstacles, Measures self against standard of excellence, Recognizes and acts on opportunities, takes calculated risks to accomplish goals. Self-Management - Regulates impact of own emotions upon others, remains focused and resilient under stress, accepts criticism, and recovers quickly from setbacks, Projects realistic self-confidence in abilities. Loan Portfolio Maintenance - Identifies qualified prospects, assesses credit risks, presents credit alternatives, keeps current with rules and regulations, maintains portfolio mix and Achieves loan results. Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections. Requirements Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: Four-year degree in business or a related field or Two-Three years related mortgage lending experience and/or training or an equivalent combination of education and experience. Language Skills: Ability to read, analyze, and interpret financial data, general business information and periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from managers, members, and the general public. Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. Must have well-developed math and problem solving skills. Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to research data and make accurate decisions. Computer Skills: To perform this job successfully, an individual should have knowledge of Internet, Spreadsheet, and Word Processing software. Should also have ability to type accurately and operate a 10-key adding machine and knowledge of automated underwriting software. Certificates, Licenses, Registrations Other Skills and Abilities: The employee should have a thorough understanding of all policies, regulations and procedures for regulatory and investor agencies as they pertain to the mortgage lending industry such as but not limited to knowledge pertaining to FHA, VA, Conventional and Rural Development guidelines and regulatory compliance. Other Qualifications: The employee must have a high level of professionalism, good judgement and impartiality. They must display a courteous and helpful attitude toward members and co-workers and demonstrate the ability to develop and maintain positive relationships. They must possess effective verbal and written communications skills and be able to work in a fast-paced, production-oriented environment. Physical Demands and Work Environment: While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is frequently required to use hands to finger, handle, or feel. The employee is occasionally required to stand; walk; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. The noise level in the work environment is usually moderate. The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Salary Description $45,000-$70,000 Dep. on Exp + Sales Bonuses
Manager, Federal Funding
National Council on Aging Arlington, Virginia
National Council on Aging We believe every person deserves to age well. That's why we're on a path to improve the lives of 40 million older adults by 2030. Come join an awesome team and learn about the work we do, the people we serve, and why equitable aging matters now more than ever. At NCOA, we represent the interests of the aging population across the nation, while striving to live out our core values of equity, excellence, and innovation. This is meaningful work where we put "people first" and our employees can learn and grow, where work/life balance is prioritized, and have a flexible hybrid work schedule while being part of a dynamic, collaborative team. We are interested in growing our team with passionate, committed, and innovative individuals. The Manager, Federal Funding will join NCOA at a time of dynamic growth. The Manager of Federal Funding role is to lead the organization's federal revenue strategy and execution. Reporting to the CDO, this role will secure and steward NCOA's largest revenue stream by cultivating relationships with federal agencies, crafting competitive grant proposals, and aligning federal funding opportunities with organizational priorities. The ideal candidate will balance innovation with compliance, strategic, results-driven, collaborate across teams to amplify impact, and ensure federal investments advance NCOA's mission and equity goals. Positions at this level typically report to a senior director or chief and require advanced knowledge and experience as well as management capabilities. Incumbents are required to make independent judgements within their scope of work and require minimal oversight. Incumbents generally have eight or more years of experience in their discipline and a bachelor's degree or the equivalent, as well as substantive experience at this level. Graduate level degrees may be considered in lieu of experience. KEY RESPONSIBILITIES Federal Funding Strategy & Growth Develop and execute a multi-year federal revenue strategy aligned with NCOA's goals. Proactively identify, assess, and prioritize federal funding opportunities (grants, contracts, cooperative agreements) from agencies including ACL, CMS, DOL, HHS, and others. Lead cross-functional teams (Programs, Policy, Finance) to align proposals with organizational priorities and community needs. Monitor federal budget trends, legislative changes, and agency priorities to anticipate risks and opportunities. Proposal Development & Submission Oversee end-to-end federal grant processes, including opportunity analysis, proposal writing, budget development, and submission. Ensure proposals reflect NCOA's evidence-based practices, equity lens, and innovation while meeting rigorous compliance standards. Collaborate with program teams to design compelling narratives, logic models, and evaluation plans. Federal Relationship Management Build and maintain strategic partnerships with federal agency staff, program officers, and key decision-makers. Position NCOA as a trusted partner through regular engagement, briefings, and thought leadership on aging-related priorities. Represent NCOA at federal meetings, conferences, and technical panels. Compliance & Stewardship Ensure adherence to federal grant regulations (e.g., Uniform Guidance), reporting deadlines, and audit requirements. Partner with Finance to monitor grant expenditures, re-budgeting, and financial reporting. Lead post-award debriefs to refine strategies and improve success rates. Cross-Functional Collaboration Work closely with the Chief Customer Officer and program leads to align federal funding with service delivery and impact goals. Advise the Policy team on funding implications of legislative priorities. Support the CDO in Board and executive-level briefings on federal revenue performance. Other responsibilities as required. COMPETENCIES AND EXPECTATIONS Strategic Thinking - Develops strategies to achieve organizational goals; understands organization's strengths & weaknesses; analyzes market and competition; identifies external threats and opportunities; adapts strategy to changing conditions. Leadership - Exhibits confidence in self and others; inspires and motivates others to perform well; effectively influences actions and opinions of others; accepts feedback from others; gives appropriate recognition to others. Problem Solving - Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully; develops alternative solutions; works well in group problem solving situations; uses reason even when dealing with emotional topics. Interpersonal Skills - Focuses on solving conflict; maintains confidentiality; listens to others without interrupting; keeps emotions under control; remains open to others' ideas and tries new things. Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed. Innovation - Displays original thinking and creativity; Meets challenges with resourcefulness; Generates suggestions for improving work; Develops innovative approaches and ideas; Presents ideas and information in a manner that gets others' attention. Business Acumen - Understands business implications of decisions and profitability; demonstrates knowledge of market and competition; aligns work with strategic goals. Ethics - Treats people with respect; works with integrity; upholds organizational values. Judgment - Displays willingness to make decisions; exhibits sound and accurate judgment; supports and explains reasoning for decisions; includes appropriate people in decision-making process; makes timely decisions. Planning/Organizing - Prioritizes and plans work activities; uses time efficiently; plans for additional resources; sets goals and objectives; organizes or schedules other people and their tasks; develops realistic action plans. Adaptability - Adapts to changes in the work environment; manages competing demands; changes approach or method to best fit the situation; able to deal with frequent changes, delays, or unexpected events. PROFESSIONAL EXPERIENCE/QUALIFICATIONS Bachelor's degree required; master's degree in public administration, Nonprofit Management, or related field preferred. 10+ years of experience securing and managing federal grants/contracts (e.g., HHS, ACL, CMS), with a proven track record of multi-million-dollar awards. Deep knowledge of federal grant lifecycle, compliance, and agency cultures. Experience in aging, health, economic security, or related social impact fields strongly preferred. Strategic thinker with ability to translate complex federal priorities into actionable revenue strategies. Exceptional writing, editing, and storytelling skills for proposals and reports. Strong financial acumen, including budget development and variance analysis. Collaborative leadership style with experience working across matrixed teams. Proficiency with grants management systems (e.g., Salesforce, Grants.gov) and data-driven decision-making. Existing relationships with federal aging/disability agencies strongly desired. Commitment to equity and addressing disparities in aging populations is strongly desired. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. PHYSICAL DEMANDS Occasionally required to sit. Occasionally required to walk. Occasionally required to reach with hands and arms. Occasionally required to talk or hear. Occasionally required to bend, lift, or climb stairs. Occasionally required to lift light weights (less than 25 pounds). WORK ENVIRONMENT The noise level in the work environment is usually moderate. PI5df49b6f47f9-3459
12/06/2025
Full time
National Council on Aging We believe every person deserves to age well. That's why we're on a path to improve the lives of 40 million older adults by 2030. Come join an awesome team and learn about the work we do, the people we serve, and why equitable aging matters now more than ever. At NCOA, we represent the interests of the aging population across the nation, while striving to live out our core values of equity, excellence, and innovation. This is meaningful work where we put "people first" and our employees can learn and grow, where work/life balance is prioritized, and have a flexible hybrid work schedule while being part of a dynamic, collaborative team. We are interested in growing our team with passionate, committed, and innovative individuals. The Manager, Federal Funding will join NCOA at a time of dynamic growth. The Manager of Federal Funding role is to lead the organization's federal revenue strategy and execution. Reporting to the CDO, this role will secure and steward NCOA's largest revenue stream by cultivating relationships with federal agencies, crafting competitive grant proposals, and aligning federal funding opportunities with organizational priorities. The ideal candidate will balance innovation with compliance, strategic, results-driven, collaborate across teams to amplify impact, and ensure federal investments advance NCOA's mission and equity goals. Positions at this level typically report to a senior director or chief and require advanced knowledge and experience as well as management capabilities. Incumbents are required to make independent judgements within their scope of work and require minimal oversight. Incumbents generally have eight or more years of experience in their discipline and a bachelor's degree or the equivalent, as well as substantive experience at this level. Graduate level degrees may be considered in lieu of experience. KEY RESPONSIBILITIES Federal Funding Strategy & Growth Develop and execute a multi-year federal revenue strategy aligned with NCOA's goals. Proactively identify, assess, and prioritize federal funding opportunities (grants, contracts, cooperative agreements) from agencies including ACL, CMS, DOL, HHS, and others. Lead cross-functional teams (Programs, Policy, Finance) to align proposals with organizational priorities and community needs. Monitor federal budget trends, legislative changes, and agency priorities to anticipate risks and opportunities. Proposal Development & Submission Oversee end-to-end federal grant processes, including opportunity analysis, proposal writing, budget development, and submission. Ensure proposals reflect NCOA's evidence-based practices, equity lens, and innovation while meeting rigorous compliance standards. Collaborate with program teams to design compelling narratives, logic models, and evaluation plans. Federal Relationship Management Build and maintain strategic partnerships with federal agency staff, program officers, and key decision-makers. Position NCOA as a trusted partner through regular engagement, briefings, and thought leadership on aging-related priorities. Represent NCOA at federal meetings, conferences, and technical panels. Compliance & Stewardship Ensure adherence to federal grant regulations (e.g., Uniform Guidance), reporting deadlines, and audit requirements. Partner with Finance to monitor grant expenditures, re-budgeting, and financial reporting. Lead post-award debriefs to refine strategies and improve success rates. Cross-Functional Collaboration Work closely with the Chief Customer Officer and program leads to align federal funding with service delivery and impact goals. Advise the Policy team on funding implications of legislative priorities. Support the CDO in Board and executive-level briefings on federal revenue performance. Other responsibilities as required. COMPETENCIES AND EXPECTATIONS Strategic Thinking - Develops strategies to achieve organizational goals; understands organization's strengths & weaknesses; analyzes market and competition; identifies external threats and opportunities; adapts strategy to changing conditions. Leadership - Exhibits confidence in self and others; inspires and motivates others to perform well; effectively influences actions and opinions of others; accepts feedback from others; gives appropriate recognition to others. Problem Solving - Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully; develops alternative solutions; works well in group problem solving situations; uses reason even when dealing with emotional topics. Interpersonal Skills - Focuses on solving conflict; maintains confidentiality; listens to others without interrupting; keeps emotions under control; remains open to others' ideas and tries new things. Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed. Innovation - Displays original thinking and creativity; Meets challenges with resourcefulness; Generates suggestions for improving work; Develops innovative approaches and ideas; Presents ideas and information in a manner that gets others' attention. Business Acumen - Understands business implications of decisions and profitability; demonstrates knowledge of market and competition; aligns work with strategic goals. Ethics - Treats people with respect; works with integrity; upholds organizational values. Judgment - Displays willingness to make decisions; exhibits sound and accurate judgment; supports and explains reasoning for decisions; includes appropriate people in decision-making process; makes timely decisions. Planning/Organizing - Prioritizes and plans work activities; uses time efficiently; plans for additional resources; sets goals and objectives; organizes or schedules other people and their tasks; develops realistic action plans. Adaptability - Adapts to changes in the work environment; manages competing demands; changes approach or method to best fit the situation; able to deal with frequent changes, delays, or unexpected events. PROFESSIONAL EXPERIENCE/QUALIFICATIONS Bachelor's degree required; master's degree in public administration, Nonprofit Management, or related field preferred. 10+ years of experience securing and managing federal grants/contracts (e.g., HHS, ACL, CMS), with a proven track record of multi-million-dollar awards. Deep knowledge of federal grant lifecycle, compliance, and agency cultures. Experience in aging, health, economic security, or related social impact fields strongly preferred. Strategic thinker with ability to translate complex federal priorities into actionable revenue strategies. Exceptional writing, editing, and storytelling skills for proposals and reports. Strong financial acumen, including budget development and variance analysis. Collaborative leadership style with experience working across matrixed teams. Proficiency with grants management systems (e.g., Salesforce, Grants.gov) and data-driven decision-making. Existing relationships with federal aging/disability agencies strongly desired. Commitment to equity and addressing disparities in aging populations is strongly desired. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. PHYSICAL DEMANDS Occasionally required to sit. Occasionally required to walk. Occasionally required to reach with hands and arms. Occasionally required to talk or hear. Occasionally required to bend, lift, or climb stairs. Occasionally required to lift light weights (less than 25 pounds). WORK ENVIRONMENT The noise level in the work environment is usually moderate. PI5df49b6f47f9-3459
Director, Policies, Compliance and Programmatic Agreements - Davis, CA, Job ID 81577
University of California Agriculture and Natural Resources Davis, California
Director, Policies, Compliance and Programmatic Agreements - Davis, CA, Job ID 81577 University of California Agriculture and Natural Resources Job Description This position is responsible for administration of policy, compliance, ethics, and Programmatic Agreements. The University of California Agriculture and Natural Resources (UC ANR) Office of Policy, Compliance, and Programmatic Agreements (PCPA), within the Office of the Controller and Business Services (OCBS), provides leadership for UC ANR policies, compliance obligations, and programmatic agreements, including memoranda of understanding (MOUs). The Director ensures UC ANR's statewide, regional, and county operations comply with University policy and state and federal law, while applying expert knowledge of University of California (UC) policies and regulatory requirements to guide contract terms, agreements, and governance decisions. The Director is the division's central resource for all policy matters. The Director oversees policy development, compliance reviews, and programmatic updates. The role includes evaluating emerging laws and regulations, managing delegations of authority, overseeing conflict of interest reporting, and ensuring compliance with state information and transparency laws. The Director also leads UC ANR's records management and privacy programs to promote consistent and lawful information practices. The Director acts as liaison with the Office of the General Counsel and UCOP administrative offices, advising senior leadership on legal, compliance, and procedural matters. The Director supports the UC ANR Controller, who serves as Campus Ethics and Compliance Officer (CECO) and Locally Designated Official (LDO). The Director contributes to systemwide committees, task forces, and delivers compliance training for UC ANR staff as needed. In addition, the Director is responsible for the recruitment, supervision, training, and evaluation of unit staff. In this role, the Director fosters a culture of service excellence, accountability, and technological proficiency in support of UC ANR's mission. This position is a career appointment that is 100% fixed. The home department for this position is Imm Office Controller Business Services. While this position normally is based in Davis, CA, this position is eligible for hybrid flexible work arrangements for applicants living in the State of California at this time. Please note that hybrid flexible work arrangements are subject to change by the University. Pay Scale: $90,300/year to $129,700/year Job Posting Close Date: This job is open until filled. The first application review date will be 10/20/2025. Key Responsibilities: 25% Project Policy Analysis: Lead the planning, development, and administration of UC ANR policies. Oversee the policy management system and ensure alignment with University-wide standards and applicable laws. Serve as liaison to the UC Office of the President and Systemwide Policy Officers. 20% Ethics & Compliance: Provide leadership in compliance, governance, and accountability frameworks. Promote a culture of safety, equity, and ethical conduct through policies, training, and oversight. Develops and coordinates policy communications; formulates strategies for education, analysis and implementation . Ensure organizational practices align with applicable laws and University standards. 20% Public Accountability and Governance: Oversee records management policies and practices to ensure efficiency, consistency, and compliance. Establish process & guidelines for the retention and disposition of University records. Research and summarize best practices in the field. 15% General Administration: Guide the resolution of complex procedural issues and facilitate organizational improvements. Proposes and leads policy and planning committees and working groups. Manage and develop a professional staff team. Provides direction & manage professional staff in project, research and / or policy analyses, setting responsibility for results in terms of costs, methods, and resources. Provide highly complex analytical and interpretive support to the Controller and senior managers, serve as primary support to the Controller as needed, and ensure compliance with laws, regulations, and UC policies. 10% MOUs and Programmatic agreements: Involves structuring, and/or administering contracts and agreements, including MOUs and leases. Ensure compliance with University policies, state, and federal regulations. Collaborate with stakeholders and engage subject-matter experts as needed. 10% Legal liaison: Serve as liaison with the Office of the General Counsel (OGC). Advise senior leadership on legal and procedural matters to reduce risk and disruption to ANR Programs and operations. Support OGC attorneys and consult on quasi-legal issues. Requirements: Bachelor's degree in related area and / or equivalent experience / training. Comprehensive knowledge of ethics and compliance, including professional standards, internal controls, investigation practices, and applicable state and federal laws, as well as organizational processes, policies, and procedures in large, complex institutions. Demonstrated project management, analytical, and problem-solving skills to lead complex, cross-functional initiatives, evaluate risks, develop solutions, and ensure compliance with organizational priorities and requirements. Strong ability to analyze legal documents, conduct policy analysis, and translate complex requirements into clear, actionable recommendations. Excellent written and verbal communication skills, with the ability to brief leadership, guide staff, and engage effectively across all organizational levels and stakeholder groups. Professionalism, discretion, and sound judgment in managing sensitive issues and fostering collaborative, solutions-oriented outcomes with faculty, staff, management, legal representatives, and external partners. Demonstrated leadership and supervisory skills, with the ability to guide, develop, and evaluate staff while fostering a culture of integrity, accountability, compliance, and service excellence. Preferred Skills: Advanced degree (e.g., JD, MBA, MPA, or related field) or equivalent experience in policy, compliance, or legal administration. Professional certification(s) in compliance, ethics, auditing, or related areas (e.g., CCEP, CIA, CCEP-I). Demonstrated experience in higher education, research administration, or large public institutions with complex governance structures. Familiarity with the University of California's policies, systems, and administrative processes. Experience with public records laws. Skills, knowledge, and experience with internal workplace investigations and monitors or mentors internal and external investigations. Special Conditions of Employment: Must possess valid California Driver's License to drive a County or University vehicle. Ability and means to travel on a flexible schedule as needed, proof of liability damage insurance on vehicle used is required. Reimbursement of job-related travel will be reimbursed according to University policies. The University reserves the right to make employment contingent upon successful completion of the background check. This is a designated position requiring a background check and may require fingerprinting due to the nature of the job responsibilities. UC ANR does hire people with conviction histories and reviews information received in the context of the job responsibilities. As of January 1, 2014, ANR is a smoke- and tobacco-free environment in which smoking, the use of smokeless tobacco products, and the use of unregulated nicotine products (e-cigarettes), is strictly prohibited. As a condition of employment, you will be required to comply with the University of California Ensure organizational practices align with applicable laws and University standards. 20% Public Accountability and Governance: Oversee records management policies and practices to ensure efficiency, consistency, and compliance. Establish process & guidelines for the retention and disposition of University records. Research and summarize best practices in the field. 15% General Administration: Guide the resolution of complex procedural issues and facilitate organizational improvements. Proposes and leads policy and planning committees and working groups. Manage and develop a professional staff team. Provides direction & manage professional staff in project, research and / or policy analyses, setting responsibility for results in terms of costs, methods, and resources. Provide highly complex analytical and interpretive support to the Controller and senior managers, serve as primary support to the Controller as needed, and ensure compliance with laws, regulations, and UC policies. 10% MOUs and Programmatic agreements: Involves structuring, and/or administering contracts and agreements, including MOUs and leases. Ensure compliance with University policies, state, and federal regulations. Collaborate with stakeholders and engage subject-matter experts as needed. 10% Legal liaison: Serve as liaison with the Office of the General Counsel (OGC). Advise senior leadership on legal and procedural matters to reduce risk and disruption to ANR Programs and operations . click apply for full job details
12/06/2025
Full time
Director, Policies, Compliance and Programmatic Agreements - Davis, CA, Job ID 81577 University of California Agriculture and Natural Resources Job Description This position is responsible for administration of policy, compliance, ethics, and Programmatic Agreements. The University of California Agriculture and Natural Resources (UC ANR) Office of Policy, Compliance, and Programmatic Agreements (PCPA), within the Office of the Controller and Business Services (OCBS), provides leadership for UC ANR policies, compliance obligations, and programmatic agreements, including memoranda of understanding (MOUs). The Director ensures UC ANR's statewide, regional, and county operations comply with University policy and state and federal law, while applying expert knowledge of University of California (UC) policies and regulatory requirements to guide contract terms, agreements, and governance decisions. The Director is the division's central resource for all policy matters. The Director oversees policy development, compliance reviews, and programmatic updates. The role includes evaluating emerging laws and regulations, managing delegations of authority, overseeing conflict of interest reporting, and ensuring compliance with state information and transparency laws. The Director also leads UC ANR's records management and privacy programs to promote consistent and lawful information practices. The Director acts as liaison with the Office of the General Counsel and UCOP administrative offices, advising senior leadership on legal, compliance, and procedural matters. The Director supports the UC ANR Controller, who serves as Campus Ethics and Compliance Officer (CECO) and Locally Designated Official (LDO). The Director contributes to systemwide committees, task forces, and delivers compliance training for UC ANR staff as needed. In addition, the Director is responsible for the recruitment, supervision, training, and evaluation of unit staff. In this role, the Director fosters a culture of service excellence, accountability, and technological proficiency in support of UC ANR's mission. This position is a career appointment that is 100% fixed. The home department for this position is Imm Office Controller Business Services. While this position normally is based in Davis, CA, this position is eligible for hybrid flexible work arrangements for applicants living in the State of California at this time. Please note that hybrid flexible work arrangements are subject to change by the University. Pay Scale: $90,300/year to $129,700/year Job Posting Close Date: This job is open until filled. The first application review date will be 10/20/2025. Key Responsibilities: 25% Project Policy Analysis: Lead the planning, development, and administration of UC ANR policies. Oversee the policy management system and ensure alignment with University-wide standards and applicable laws. Serve as liaison to the UC Office of the President and Systemwide Policy Officers. 20% Ethics & Compliance: Provide leadership in compliance, governance, and accountability frameworks. Promote a culture of safety, equity, and ethical conduct through policies, training, and oversight. Develops and coordinates policy communications; formulates strategies for education, analysis and implementation . Ensure organizational practices align with applicable laws and University standards. 20% Public Accountability and Governance: Oversee records management policies and practices to ensure efficiency, consistency, and compliance. Establish process & guidelines for the retention and disposition of University records. Research and summarize best practices in the field. 15% General Administration: Guide the resolution of complex procedural issues and facilitate organizational improvements. Proposes and leads policy and planning committees and working groups. Manage and develop a professional staff team. Provides direction & manage professional staff in project, research and / or policy analyses, setting responsibility for results in terms of costs, methods, and resources. Provide highly complex analytical and interpretive support to the Controller and senior managers, serve as primary support to the Controller as needed, and ensure compliance with laws, regulations, and UC policies. 10% MOUs and Programmatic agreements: Involves structuring, and/or administering contracts and agreements, including MOUs and leases. Ensure compliance with University policies, state, and federal regulations. Collaborate with stakeholders and engage subject-matter experts as needed. 10% Legal liaison: Serve as liaison with the Office of the General Counsel (OGC). Advise senior leadership on legal and procedural matters to reduce risk and disruption to ANR Programs and operations. Support OGC attorneys and consult on quasi-legal issues. Requirements: Bachelor's degree in related area and / or equivalent experience / training. Comprehensive knowledge of ethics and compliance, including professional standards, internal controls, investigation practices, and applicable state and federal laws, as well as organizational processes, policies, and procedures in large, complex institutions. Demonstrated project management, analytical, and problem-solving skills to lead complex, cross-functional initiatives, evaluate risks, develop solutions, and ensure compliance with organizational priorities and requirements. Strong ability to analyze legal documents, conduct policy analysis, and translate complex requirements into clear, actionable recommendations. Excellent written and verbal communication skills, with the ability to brief leadership, guide staff, and engage effectively across all organizational levels and stakeholder groups. Professionalism, discretion, and sound judgment in managing sensitive issues and fostering collaborative, solutions-oriented outcomes with faculty, staff, management, legal representatives, and external partners. Demonstrated leadership and supervisory skills, with the ability to guide, develop, and evaluate staff while fostering a culture of integrity, accountability, compliance, and service excellence. Preferred Skills: Advanced degree (e.g., JD, MBA, MPA, or related field) or equivalent experience in policy, compliance, or legal administration. Professional certification(s) in compliance, ethics, auditing, or related areas (e.g., CCEP, CIA, CCEP-I). Demonstrated experience in higher education, research administration, or large public institutions with complex governance structures. Familiarity with the University of California's policies, systems, and administrative processes. Experience with public records laws. Skills, knowledge, and experience with internal workplace investigations and monitors or mentors internal and external investigations. Special Conditions of Employment: Must possess valid California Driver's License to drive a County or University vehicle. Ability and means to travel on a flexible schedule as needed, proof of liability damage insurance on vehicle used is required. Reimbursement of job-related travel will be reimbursed according to University policies. The University reserves the right to make employment contingent upon successful completion of the background check. This is a designated position requiring a background check and may require fingerprinting due to the nature of the job responsibilities. UC ANR does hire people with conviction histories and reviews information received in the context of the job responsibilities. As of January 1, 2014, ANR is a smoke- and tobacco-free environment in which smoking, the use of smokeless tobacco products, and the use of unregulated nicotine products (e-cigarettes), is strictly prohibited. As a condition of employment, you will be required to comply with the University of California Ensure organizational practices align with applicable laws and University standards. 20% Public Accountability and Governance: Oversee records management policies and practices to ensure efficiency, consistency, and compliance. Establish process & guidelines for the retention and disposition of University records. Research and summarize best practices in the field. 15% General Administration: Guide the resolution of complex procedural issues and facilitate organizational improvements. Proposes and leads policy and planning committees and working groups. Manage and develop a professional staff team. Provides direction & manage professional staff in project, research and / or policy analyses, setting responsibility for results in terms of costs, methods, and resources. Provide highly complex analytical and interpretive support to the Controller and senior managers, serve as primary support to the Controller as needed, and ensure compliance with laws, regulations, and UC policies. 10% MOUs and Programmatic agreements: Involves structuring, and/or administering contracts and agreements, including MOUs and leases. Ensure compliance with University policies, state, and federal regulations. Collaborate with stakeholders and engage subject-matter experts as needed. 10% Legal liaison: Serve as liaison with the Office of the General Counsel (OGC). Advise senior leadership on legal and procedural matters to reduce risk and disruption to ANR Programs and operations . click apply for full job details
Manager, Federal Funding
National Council on Aging Arlington, Virginia
National Council on Aging We believe every person deserves to age well. Thats why were on a path to improve the lives of 40 million older adults by 2030. Come join an awesome team and learn about the work we do, the people we serve, and why equitable aging matters now more than ever. At NCOA, we represent the interests of the aging population across the nation, while striving to live out our core values of equity, excellence, and innovation. This is meaningful work where we put people first and our employees can learn and grow, where work/life balance is prioritized, and have a flexible hybrid work schedule while being part of a dynamic, collaborative team. We are interested in growing our team with passionate, committed, and innovative individuals. The Manager, Federal Funding will join NCOA at a time of dynamic growth. The Managerof Federal Funding role is to lead the organizations federal revenue strategy and execution. Reporting to the CDO, this role will secure and steward NCOAs largest revenue stream by cultivating relationships with federal agencies, crafting competitive grant proposals, and aligning federal funding opportunities with organizational priorities. The ideal candidate will balance innovation with compliance, strategic, results-driven, collaborate across teams to amplify impact, and ensure federal investments advance NCOAs mission and equity goals. Positions at this level typically report to a senior director or chief and require advanced knowledge and experience as well as management capabilities. Incumbents are required to make independent judgements within their scope of work and require minimal oversight. Incumbents generally have eight or more years of experience in their discipline and a bachelors degree or the equivalent, as well as substantive experience at this level. Graduate level degrees may be considered in lieu of experience. KEY RESPONSIBILITIES Federal Funding Strategy & Growth Develop and execute a multi-year federal revenue strategy aligned with NCOAs goals. Proactively identify, assess, and prioritize federal funding opportunities (grants, contracts, cooperative agreements) from agencies including ACL, CMS, DOL, HHS, and others. Lead cross-functional teams (Programs, Policy, Finance) to align proposals with organizational priorities and community needs. Monitor federal budget trends, legislative changes, and agency priorities to anticipate risks and opportunities. Proposal Development & Submission Oversee end-to-end federal grant processes, including opportunity analysis, proposal writing, budget development, and submission. Ensure proposals reflect NCOAs evidence-based practices, equity lens, and innovation while meeting rigorous compliance standards. Collaborate with program teams to design compelling narratives, logic models, and evaluation plans. Federal Relationship Management Build and maintain strategic partnerships with federal agency staff, program officers, and key decision-makers. Position NCOA as a trusted partner through regular engagement, briefings, and thought leadership on aging-related priorities. Represent NCOA at federal meetings, conferences, and technical panels. Compliance & Stewardship Ensure adherence to federal grant regulations (e.g., Uniform Guidance), reporting deadlines, and audit requirements. Partner with Finance to monitor grant expenditures, re-budgeting, and financial reporting. Lead post-award debriefs to refine strategies and improve success rates. Cross-Functional Collaboration Work closely with the Chief Customer Officer and program leads to align federal funding with service delivery and impact goals. Advise the Policy team on funding implications of legislative priorities. Support the CDO in Board and executive-level briefings on federal revenue performance. Other responsibilities as required. COMPETENCIES AND EXPECTATIONS Strategic Thinking - Develops strategies to achieve organizational goals; understands organization's strengths & weaknesses; analyzes market and competition; identifies external threats and opportunities; adapts strategy to changing conditions. Leadership - Exhibits confidence in self and others; inspires and motivates others to perform well; effectively influences actions and opinions of others; accepts feedback from others; gives appropriate recognition to others. Problem Solving - Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully; develops alternative solutions; works well in group problem solving situations; uses reason even when dealing with emotional topics. Interpersonal Skills - Focuses on solving conflict; maintains confidentiality; listens to others without interrupting; keeps emotions under control; remains open to others' ideas and tries new things. Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed. Innovation - Displays original thinking and creativity; Meets challenges with resourcefulness; Generates suggestions for improving work; Develops innovative approaches and ideas; Presents ideas and information in a manner that gets others' attention. Business Acumen - Understands business implications of decisions and profitability; demonstrates knowledge of market and competition; aligns work with strategic goals. Ethics - Treats people with respect; works with integrity; upholds organizational values. Judgment - Displays willingness to make decisions; exhibits sound and accurate judgment; supports and explains reasoning for decisions; includes appropriate people in decision-making process; makes timely decisions. Planning/Organizing - Prioritizes and plans work activities; uses time efficiently; plans for additional resources; sets goals and objectives; organizes or schedules other people and their tasks; develops realistic action plans. Adaptability - Adapts to changes in the work environment; manages competing demands; changes approach or method to best fit the situation; able to deal with frequent changes, delays, or unexpected events. PROFESSIONAL EXPERIENCE/QUALIFICATIONS Bachelors degree required; masters degree in public administration, Nonprofit Management, or related field preferred. 10+ years of experience securing and managing federal grants/contracts (e.g., HHS, ACL, CMS), with a proven track record of multi-million-dollar awards. Deep knowledge of federal grant lifecycle, compliance, and agency cultures. Experience in aging, health, economic security, or related social impact fields strongly preferred. Strategic thinker with ability to translate complex federal priorities into actionable revenue strategies. Exceptional writing, editing, and storytelling skills for proposals and reports. Strong financial acumen, including budget development and variance analysis. Collaborative leadership style with experience working across matrixed teams. Proficiency with grants management systems (e.g., Salesforce, Grants.gov) and data-driven decision-making. Existing relationships with federal aging/disability agencies strongly desired. Commitment to equity and addressing disparities in aging populations is strongly desired. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. PHYSICAL DEMANDS Occasionally required to sit. Occasionally required to walk. Occasionally required to reach with hands and arms. Occasionally required to talk or hear. Occasionally required to bend, lift, or climb stairs. Occasionally required to lift light weights (less than 25 pounds). WORK ENVIRONMENT The noise level in the work environment is usually moderate. PI9850c629911a-3459
12/06/2025
Full time
National Council on Aging We believe every person deserves to age well. Thats why were on a path to improve the lives of 40 million older adults by 2030. Come join an awesome team and learn about the work we do, the people we serve, and why equitable aging matters now more than ever. At NCOA, we represent the interests of the aging population across the nation, while striving to live out our core values of equity, excellence, and innovation. This is meaningful work where we put people first and our employees can learn and grow, where work/life balance is prioritized, and have a flexible hybrid work schedule while being part of a dynamic, collaborative team. We are interested in growing our team with passionate, committed, and innovative individuals. The Manager, Federal Funding will join NCOA at a time of dynamic growth. The Managerof Federal Funding role is to lead the organizations federal revenue strategy and execution. Reporting to the CDO, this role will secure and steward NCOAs largest revenue stream by cultivating relationships with federal agencies, crafting competitive grant proposals, and aligning federal funding opportunities with organizational priorities. The ideal candidate will balance innovation with compliance, strategic, results-driven, collaborate across teams to amplify impact, and ensure federal investments advance NCOAs mission and equity goals. Positions at this level typically report to a senior director or chief and require advanced knowledge and experience as well as management capabilities. Incumbents are required to make independent judgements within their scope of work and require minimal oversight. Incumbents generally have eight or more years of experience in their discipline and a bachelors degree or the equivalent, as well as substantive experience at this level. Graduate level degrees may be considered in lieu of experience. KEY RESPONSIBILITIES Federal Funding Strategy & Growth Develop and execute a multi-year federal revenue strategy aligned with NCOAs goals. Proactively identify, assess, and prioritize federal funding opportunities (grants, contracts, cooperative agreements) from agencies including ACL, CMS, DOL, HHS, and others. Lead cross-functional teams (Programs, Policy, Finance) to align proposals with organizational priorities and community needs. Monitor federal budget trends, legislative changes, and agency priorities to anticipate risks and opportunities. Proposal Development & Submission Oversee end-to-end federal grant processes, including opportunity analysis, proposal writing, budget development, and submission. Ensure proposals reflect NCOAs evidence-based practices, equity lens, and innovation while meeting rigorous compliance standards. Collaborate with program teams to design compelling narratives, logic models, and evaluation plans. Federal Relationship Management Build and maintain strategic partnerships with federal agency staff, program officers, and key decision-makers. Position NCOA as a trusted partner through regular engagement, briefings, and thought leadership on aging-related priorities. Represent NCOA at federal meetings, conferences, and technical panels. Compliance & Stewardship Ensure adherence to federal grant regulations (e.g., Uniform Guidance), reporting deadlines, and audit requirements. Partner with Finance to monitor grant expenditures, re-budgeting, and financial reporting. Lead post-award debriefs to refine strategies and improve success rates. Cross-Functional Collaboration Work closely with the Chief Customer Officer and program leads to align federal funding with service delivery and impact goals. Advise the Policy team on funding implications of legislative priorities. Support the CDO in Board and executive-level briefings on federal revenue performance. Other responsibilities as required. COMPETENCIES AND EXPECTATIONS Strategic Thinking - Develops strategies to achieve organizational goals; understands organization's strengths & weaknesses; analyzes market and competition; identifies external threats and opportunities; adapts strategy to changing conditions. Leadership - Exhibits confidence in self and others; inspires and motivates others to perform well; effectively influences actions and opinions of others; accepts feedback from others; gives appropriate recognition to others. Problem Solving - Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully; develops alternative solutions; works well in group problem solving situations; uses reason even when dealing with emotional topics. Interpersonal Skills - Focuses on solving conflict; maintains confidentiality; listens to others without interrupting; keeps emotions under control; remains open to others' ideas and tries new things. Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed. Innovation - Displays original thinking and creativity; Meets challenges with resourcefulness; Generates suggestions for improving work; Develops innovative approaches and ideas; Presents ideas and information in a manner that gets others' attention. Business Acumen - Understands business implications of decisions and profitability; demonstrates knowledge of market and competition; aligns work with strategic goals. Ethics - Treats people with respect; works with integrity; upholds organizational values. Judgment - Displays willingness to make decisions; exhibits sound and accurate judgment; supports and explains reasoning for decisions; includes appropriate people in decision-making process; makes timely decisions. Planning/Organizing - Prioritizes and plans work activities; uses time efficiently; plans for additional resources; sets goals and objectives; organizes or schedules other people and their tasks; develops realistic action plans. Adaptability - Adapts to changes in the work environment; manages competing demands; changes approach or method to best fit the situation; able to deal with frequent changes, delays, or unexpected events. PROFESSIONAL EXPERIENCE/QUALIFICATIONS Bachelors degree required; masters degree in public administration, Nonprofit Management, or related field preferred. 10+ years of experience securing and managing federal grants/contracts (e.g., HHS, ACL, CMS), with a proven track record of multi-million-dollar awards. Deep knowledge of federal grant lifecycle, compliance, and agency cultures. Experience in aging, health, economic security, or related social impact fields strongly preferred. Strategic thinker with ability to translate complex federal priorities into actionable revenue strategies. Exceptional writing, editing, and storytelling skills for proposals and reports. Strong financial acumen, including budget development and variance analysis. Collaborative leadership style with experience working across matrixed teams. Proficiency with grants management systems (e.g., Salesforce, Grants.gov) and data-driven decision-making. Existing relationships with federal aging/disability agencies strongly desired. Commitment to equity and addressing disparities in aging populations is strongly desired. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. PHYSICAL DEMANDS Occasionally required to sit. Occasionally required to walk. Occasionally required to reach with hands and arms. Occasionally required to talk or hear. Occasionally required to bend, lift, or climb stairs. Occasionally required to lift light weights (less than 25 pounds). WORK ENVIRONMENT The noise level in the work environment is usually moderate. PI9850c629911a-3459
Procurement Manager
Leonardo Electronics US Inc Tucson, Arizona
Job Purpose: The Procurement Manager will be responsible for the preparation of RFQ's, RFP's and RFI's, analyzing and negotiating, and management to completion, of complex material and service procurements in support of Leonardo Electronics Inc. Laser Solutions. They should have knowledge and understanding of the processes of manufacturing, project management, quality, procurement and engineering functions within an organization and the ability to determine areas of risk associated with these processes. The Procurement Manager will be responsible for maintaining all records associated with Procurement in an accurate and controlled manner in accordance with LEI process/policies and in support of DCAA/DCMA requirements. They will be responsible for the management, training, and development of 3 buyers. The Procurement Manager will support LEI Small Business requirements and be the Small Business Liaison Officer (SBLO) until demands indicate this would be a full-time activity. Duties: Working with Contracts to generate RFQ/RFP/RFI in support of customer proposals, ensuring flow down of appropriate FAR/DFAR requirements and terms and conditions. Working closely with Contracts and Project Managers to develop Statements of Work, Specifications, drawing packs etc. in support of adequate supplier bid packs. Identification, sourcing, and evaluation of suppliers to meet the needs of LEI. Compliant record keeping in accordance with LEI process and procedures and in support of DCAA and DCMA requirements. Analyze and negotiate suppliers' proposals with support from Cost & Pricing Data Analyst and other functions as needed. Issue contract award and manage supplier to schedule, quality and cost. Participate in CDR, PDR and PRR as needed. Manage supplier risk and generate and manage supplier recovery/action plans ensuring all stakeholders are involved. Ensure system data is maintained and accurate to support MRP/ERP requirements Manage supplier KPI's and report performance monthly to Project Managers/Operations personnel. Skills/Qualifications: A minimum of 8 - 10 years of defense/government contracting/commercial procurement experience. Must have a good understanding of the manufacturing/production and project management functions within an organization. Must have strong organizational skills. Must be a self-starter with ability to work under minimal supervision. Must have an ability to prioritize and respond to a changing environment. Must have a demonstrated ability to analyze and negotiate complex procurements and Long-Term Agreements. Must possess working knowledge of Microsoft Excel, Word, and PowerPoint skills. Ability to work within a team. Must possess good communication skills, both oral and written and at all levels within an organization with internal and external customers. Must be results oriented and customer focused. Experience of working with a Certified Procurement System would be an advantage. Possess a bachelor's degree or related work experience. Preparing small business plans in support of bid and proposal activities and executing and reporting on those plans as needed. Leonardo is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by law. NOTE: The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. Here are the hiring process steps and what you can expect from us: Step 1: Application Review: Upon submitting your application, it is made available to the recruitment team to review and ensure you meet the basic qualifications. Step 2: Interview: If you have been identified to move forward in the process, you may be invited to participate in a one-on-one or panel interview. The interview format can be a phone call, in-person, or virtual meeting. Step 3: Offer: If you reach this stage of the interview process, congratulations! You will be provided an offer to join the Leonardo Electronics US Inc. team. The offer will include details about your salary, benefits package and start date. PI3f1f9ee5-
12/06/2025
Full time
Job Purpose: The Procurement Manager will be responsible for the preparation of RFQ's, RFP's and RFI's, analyzing and negotiating, and management to completion, of complex material and service procurements in support of Leonardo Electronics Inc. Laser Solutions. They should have knowledge and understanding of the processes of manufacturing, project management, quality, procurement and engineering functions within an organization and the ability to determine areas of risk associated with these processes. The Procurement Manager will be responsible for maintaining all records associated with Procurement in an accurate and controlled manner in accordance with LEI process/policies and in support of DCAA/DCMA requirements. They will be responsible for the management, training, and development of 3 buyers. The Procurement Manager will support LEI Small Business requirements and be the Small Business Liaison Officer (SBLO) until demands indicate this would be a full-time activity. Duties: Working with Contracts to generate RFQ/RFP/RFI in support of customer proposals, ensuring flow down of appropriate FAR/DFAR requirements and terms and conditions. Working closely with Contracts and Project Managers to develop Statements of Work, Specifications, drawing packs etc. in support of adequate supplier bid packs. Identification, sourcing, and evaluation of suppliers to meet the needs of LEI. Compliant record keeping in accordance with LEI process and procedures and in support of DCAA and DCMA requirements. Analyze and negotiate suppliers' proposals with support from Cost & Pricing Data Analyst and other functions as needed. Issue contract award and manage supplier to schedule, quality and cost. Participate in CDR, PDR and PRR as needed. Manage supplier risk and generate and manage supplier recovery/action plans ensuring all stakeholders are involved. Ensure system data is maintained and accurate to support MRP/ERP requirements Manage supplier KPI's and report performance monthly to Project Managers/Operations personnel. Skills/Qualifications: A minimum of 8 - 10 years of defense/government contracting/commercial procurement experience. Must have a good understanding of the manufacturing/production and project management functions within an organization. Must have strong organizational skills. Must be a self-starter with ability to work under minimal supervision. Must have an ability to prioritize and respond to a changing environment. Must have a demonstrated ability to analyze and negotiate complex procurements and Long-Term Agreements. Must possess working knowledge of Microsoft Excel, Word, and PowerPoint skills. Ability to work within a team. Must possess good communication skills, both oral and written and at all levels within an organization with internal and external customers. Must be results oriented and customer focused. Experience of working with a Certified Procurement System would be an advantage. Possess a bachelor's degree or related work experience. Preparing small business plans in support of bid and proposal activities and executing and reporting on those plans as needed. Leonardo is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by law. NOTE: The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. Here are the hiring process steps and what you can expect from us: Step 1: Application Review: Upon submitting your application, it is made available to the recruitment team to review and ensure you meet the basic qualifications. Step 2: Interview: If you have been identified to move forward in the process, you may be invited to participate in a one-on-one or panel interview. The interview format can be a phone call, in-person, or virtual meeting. Step 3: Offer: If you reach this stage of the interview process, congratulations! You will be provided an offer to join the Leonardo Electronics US Inc. team. The offer will include details about your salary, benefits package and start date. PI3f1f9ee5-
Fresenius Medical Care
Charge Registered Nurse - RN
Fresenius Medical Care Spartanburg, South Carolina
PURPOSE AND SCOPE: Works with the Facility Manager, facility staff and physician to coordinate the facility operations and patient procedures to ensure provision of quality patient care on a daily basis in accordance with policies, procedures and training. Provides nursing support to patients and staff. Assists with staffing, staff training, equipment, physician and patient relations, cost containment, supply management, medical records, patient billing, OSHA and all company, state and federal compliance. PRINCIPAL DUTIES AND RESPONSIBILITIES: QUALITY: Responsible for supporting and driving quality standards through meeting regulatory requirements and the practice of Continuous Quality Improvement (CQI), including use of CQI tools. Assists with implementing quality goals and develops facility specific action plans to achieve quality standards. Accountable for outstanding quality of patient care, as defined by the quality goals, by working with management to ensure that policies and procedures are followed. Assists with implementing appropriate training according to policy; ensure ongoing compliance with all risk management initiatives. Responsible for aggressively addressing and acting on adverse events and action thresholds. Ensures all Quality policies and procedures are communicated to and implemented by the facility staff. Maintains integrity of medical records and other administrative and operational records. Complies with all data collections and auditing activities. Maintains facility environmental integrity, including safety. PATIENT RELATED: Coordinates all aspects of patient care with the appropriate staff members, from admission through discharge. May confer with patients prior to the procedure to obtain necessary medical history, discuss procedure and answer questions, as well as, performs nursing assessment on the day of the procedure. Ensures patients and patient's families are educated regarding post procedure care of vascular access. Acts as a resource for the staff to address patient concerns and questions. Ensures patient's procedures are scheduled in a timely manner and the facility capacity is utilized efficiently. As needed, assist with patient workflow, including providing direct patient care and monitoring pre, intra and post procedure. Identifies and communicates patient related issues to the Facility Manager. Oversees and ensures accurate and complete documentation of patient treatments from admission to discharge. Confirms written orders, consents and lab work are completed and documented in accordance with facility policies. This includes appropriate preparation of lab requisitions, delivery to appropriate labs, reporting and forwarding of lab results to appropriate physician. Assumes primary responsibility in an emergency situation and must maintain competency with all emergency operational procedures, and initiate CPR and emergency measures as needed. Administers medications and IV conscious sedation to patients as directed per physician's orders, and in compliance with, company, federal, state and local regulations. PHYSICIANS: Ensures regular and effective communication with all physicians on an as needed basis. Attends and participates in Governing Body, assisting with meeting agenda and gathering of data/material for meetings. Attends and participates in CQI meetings with physicians, reporting on assigned topics. Works with the physicians and staff to ensure possession of all necessary instruments and equipment. MAINTENANCE/TECHNICAL Ensures appropriate operation of facility equipment and technology, including but not limited, patient monitors, defibrillators, medical recording devices and computers. Ensures the inspection of all facility equipment on a regular basis. Report any malfunctions or maintenance issues immediately. Ensures the inspection of all facility operating systems, including temperature checks in appropriate areas and inspect the physical structure of the facility. Maintains a clean, safe and sanitary environment in the entire vascular access facility at all times. Ensures all blood spills are immediately addressed according to company Bloodborne Pathogen Control Policies. ADMINISTRATIVE: Participates in cost control initiatives. Responsible for efficient utilization of medication, laboratory, inventory, supplies and equipment to achieve supply cost goals following all guidelines established in the formularies. Assists in the development and revision of any applicable policies and procedures for the facility as directed to ensure continuous process improvement. Initiates, documents and completes ongoing Continuous Quality Improvement (CQI) activities including monthly reports and attend meetings as required. Manages medications, including ordering, receiving, and inventory control and checking for expired medications, including appropriate recording of controlled substances as required by law. Oversees maintenance of usage logs for all medications with appropriate documentation, as well as, records of drug disposal. Communicates with the pharmacist to assure medication accuracy, including appropriate recording of controlled substances as required by law. Ensures medical records are accurate, complete and in compliance with policies and procedures prior to discharge of the patient. Performs chart audits on a regular basis. Along with Facility Manager, coordinates the annual medical testing and competency testing for all facility staff. Participates in all facility regulatory and accreditation surveys and action plans to address any deficiencies identified. Verifies records for all implanted devices are completed accurately, timely and maintained according to records management guidelines. Coordinates the collection and forwarding of all vendor invoices to the accounting department. Acts as the Facility Manager in the absence of the manager or at the direction of management. Ensure nurses' progress notes are accurate and complete. Acts as the Patient Safety Officer and conducts quarterly patient safety meetings and fire drills. Complies with HIPPA policies and standards regarding patient information and medical records. Other duties as assigned. Additional responsibilities may include focus on one or more departments or locations. See applicable addendum for department or location specific functions. PHYSICAL DEMANDS AND WORKING CONDITIONS : The physical demands and work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Day to day work includes desk and personal computer work and interaction with patients, facility staff and physicians. The position requires travel between assigned facilities and various locations within the community. Travel to regional, Business Unit and Corporate meetings may be required. The work environment is characteristic of a health care facility with air temperature control and moderate noise levels. May be exposed to infectious and contagious diseases/materials. SUPERVISION: May be responsible for the direct supervision of various levels of direct patient care staff. EDUCATION : Bachelor's Degree preferred; Advanced Degree desirable Graduate of an accredited School of Nursing (R.N.). Current appropriate state licensure and ACLS certification. EXPERIENCE AND REQUIRED SKILLS: 6 - 8 years' related experience. 3+ years' supervisory or project/program management experience preferred. Minimum of three years' experience in an Ambulatory Surgical Center/Vascular Access Lab, or a combination of ASC, surgical, Interventional Radiology and ICU/CCU experience. Minimum of three years of Interventional Radiology, scrub experience preferred. Supervisory or management experience within a medical or vascular access environment preferred. Proficiency with the Microsoft office suite is necessary. Experience with Medical database software. Demonstrated management skills necessary to provide leadership and supervision of facility personnel and to ensure the delivery of maximum quality care to all patients. Good communication skills - verbal and written. Certified in CPR or successfully complete course in CPR certification Fresenius Medical Care maintains a drug-free workplace in accordance with applicable federal and state laws. EOE, disability/veterans
12/05/2025
Full time
PURPOSE AND SCOPE: Works with the Facility Manager, facility staff and physician to coordinate the facility operations and patient procedures to ensure provision of quality patient care on a daily basis in accordance with policies, procedures and training. Provides nursing support to patients and staff. Assists with staffing, staff training, equipment, physician and patient relations, cost containment, supply management, medical records, patient billing, OSHA and all company, state and federal compliance. PRINCIPAL DUTIES AND RESPONSIBILITIES: QUALITY: Responsible for supporting and driving quality standards through meeting regulatory requirements and the practice of Continuous Quality Improvement (CQI), including use of CQI tools. Assists with implementing quality goals and develops facility specific action plans to achieve quality standards. Accountable for outstanding quality of patient care, as defined by the quality goals, by working with management to ensure that policies and procedures are followed. Assists with implementing appropriate training according to policy; ensure ongoing compliance with all risk management initiatives. Responsible for aggressively addressing and acting on adverse events and action thresholds. Ensures all Quality policies and procedures are communicated to and implemented by the facility staff. Maintains integrity of medical records and other administrative and operational records. Complies with all data collections and auditing activities. Maintains facility environmental integrity, including safety. PATIENT RELATED: Coordinates all aspects of patient care with the appropriate staff members, from admission through discharge. May confer with patients prior to the procedure to obtain necessary medical history, discuss procedure and answer questions, as well as, performs nursing assessment on the day of the procedure. Ensures patients and patient's families are educated regarding post procedure care of vascular access. Acts as a resource for the staff to address patient concerns and questions. Ensures patient's procedures are scheduled in a timely manner and the facility capacity is utilized efficiently. As needed, assist with patient workflow, including providing direct patient care and monitoring pre, intra and post procedure. Identifies and communicates patient related issues to the Facility Manager. Oversees and ensures accurate and complete documentation of patient treatments from admission to discharge. Confirms written orders, consents and lab work are completed and documented in accordance with facility policies. This includes appropriate preparation of lab requisitions, delivery to appropriate labs, reporting and forwarding of lab results to appropriate physician. Assumes primary responsibility in an emergency situation and must maintain competency with all emergency operational procedures, and initiate CPR and emergency measures as needed. Administers medications and IV conscious sedation to patients as directed per physician's orders, and in compliance with, company, federal, state and local regulations. PHYSICIANS: Ensures regular and effective communication with all physicians on an as needed basis. Attends and participates in Governing Body, assisting with meeting agenda and gathering of data/material for meetings. Attends and participates in CQI meetings with physicians, reporting on assigned topics. Works with the physicians and staff to ensure possession of all necessary instruments and equipment. MAINTENANCE/TECHNICAL Ensures appropriate operation of facility equipment and technology, including but not limited, patient monitors, defibrillators, medical recording devices and computers. Ensures the inspection of all facility equipment on a regular basis. Report any malfunctions or maintenance issues immediately. Ensures the inspection of all facility operating systems, including temperature checks in appropriate areas and inspect the physical structure of the facility. Maintains a clean, safe and sanitary environment in the entire vascular access facility at all times. Ensures all blood spills are immediately addressed according to company Bloodborne Pathogen Control Policies. ADMINISTRATIVE: Participates in cost control initiatives. Responsible for efficient utilization of medication, laboratory, inventory, supplies and equipment to achieve supply cost goals following all guidelines established in the formularies. Assists in the development and revision of any applicable policies and procedures for the facility as directed to ensure continuous process improvement. Initiates, documents and completes ongoing Continuous Quality Improvement (CQI) activities including monthly reports and attend meetings as required. Manages medications, including ordering, receiving, and inventory control and checking for expired medications, including appropriate recording of controlled substances as required by law. Oversees maintenance of usage logs for all medications with appropriate documentation, as well as, records of drug disposal. Communicates with the pharmacist to assure medication accuracy, including appropriate recording of controlled substances as required by law. Ensures medical records are accurate, complete and in compliance with policies and procedures prior to discharge of the patient. Performs chart audits on a regular basis. Along with Facility Manager, coordinates the annual medical testing and competency testing for all facility staff. Participates in all facility regulatory and accreditation surveys and action plans to address any deficiencies identified. Verifies records for all implanted devices are completed accurately, timely and maintained according to records management guidelines. Coordinates the collection and forwarding of all vendor invoices to the accounting department. Acts as the Facility Manager in the absence of the manager or at the direction of management. Ensure nurses' progress notes are accurate and complete. Acts as the Patient Safety Officer and conducts quarterly patient safety meetings and fire drills. Complies with HIPPA policies and standards regarding patient information and medical records. Other duties as assigned. Additional responsibilities may include focus on one or more departments or locations. See applicable addendum for department or location specific functions. PHYSICAL DEMANDS AND WORKING CONDITIONS : The physical demands and work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Day to day work includes desk and personal computer work and interaction with patients, facility staff and physicians. The position requires travel between assigned facilities and various locations within the community. Travel to regional, Business Unit and Corporate meetings may be required. The work environment is characteristic of a health care facility with air temperature control and moderate noise levels. May be exposed to infectious and contagious diseases/materials. SUPERVISION: May be responsible for the direct supervision of various levels of direct patient care staff. EDUCATION : Bachelor's Degree preferred; Advanced Degree desirable Graduate of an accredited School of Nursing (R.N.). Current appropriate state licensure and ACLS certification. EXPERIENCE AND REQUIRED SKILLS: 6 - 8 years' related experience. 3+ years' supervisory or project/program management experience preferred. Minimum of three years' experience in an Ambulatory Surgical Center/Vascular Access Lab, or a combination of ASC, surgical, Interventional Radiology and ICU/CCU experience. Minimum of three years of Interventional Radiology, scrub experience preferred. Supervisory or management experience within a medical or vascular access environment preferred. Proficiency with the Microsoft office suite is necessary. Experience with Medical database software. Demonstrated management skills necessary to provide leadership and supervision of facility personnel and to ensure the delivery of maximum quality care to all patients. Good communication skills - verbal and written. Certified in CPR or successfully complete course in CPR certification Fresenius Medical Care maintains a drug-free workplace in accordance with applicable federal and state laws. EOE, disability/veterans
Mortgage Loan Originator
Levo Federal Credit Union Sabin, Minnesota
Mortgage Loan Originator Department: Mortgage Services Reports To: Assistant Vice President Mortgage Services FLSA: Exempt Date last updated: 04/01/2024 Summary Responsible for the timely, courteous, and confidential processing, closing, underwriting, and shipping of all types of mortgage loans for members by performing the following duties: Essential Duties and Responsibilities include the following. Other duties may be assigned. Interviews mortgage loan applicants and analyzes the information received to recommend the correct product for the applicant. Submit the mortgage loan application to an automated underwriting system for approval. Document the loan file with accurate information and comply with all underwriting requirements as stated on the automated underwriting decision sheet. Prepares directions for the Loan processor pertaining to the information that will be required to perfect the mortgage loan sale to the secondary market. Communicates to the applicant, real estate agent, etc. the status of the mortgage application. Develops and promotes good public relations within the Real Estate community and with the member base of the Sioux Falls Federal Credit Union, etc. Reviews the completed file to assure that all mortgage processing functions are completed before and after closing for proper documentation and salability of the loan to the secondary market. Perfects the loan documentation for purchases for any loans which are suspended. Keeps updated and current on all mortgage products, procedures, and policies. Makes recommendations of needs for review or changes of policies and procedures relating to the mortgage lending process to the AVP Mortgage Services. Is knowledgeable about all products available at the Credit Union and actively cross sells products to qualified members. Assists the Marketing Department in the promotion and development of mortgage related products. Assists in the collection of payments for all in-house mortgages which the loan officer originates. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies : Credibility - Provides reliable and accurate information, offers fully researched recommendations, instills customer confidence, supports organizational values and policies, takes responsibility for own actions and mistakes. Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively. Conflict Resolution - Encourages open communications, confronts difficult situations, maintains objectivity, keeps emotions under control, uses negotiation skills to resolve conflicts. Community Relations - Participates within the community, takes leadership role in external activities, presents favorable image of organization, uses community involvement to increase business. Achievement Focus - Sets and achieves clear and challenging goals, demonstrates persistence, and overcomes obstacles, Measures self against standard of excellence, Recognizes and acts on opportunities, takes calculated risks to accomplish goals. Self-Management - Regulates impact of own emotions upon others, remains focused and resilient under stress, accepts criticism, and recovers quickly from setbacks, Projects realistic self-confidence in abilities. Loan Portfolio Maintenance - Identifies qualified prospects, assesses credit risks, presents credit alternatives, keeps current with rules and regulations, maintains portfolio mix and Achieves loan results. Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections. Requirements Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: Four-year degree in business or a related field or Two-Three years related mortgage lending experience and/or training or an equivalent combination of education and experience. Language Skills: Ability to read, analyze, and interpret financial data, general business information and periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from managers, members, and the general public. Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. Must have well-developed math and problem solving skills. Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to research data and make accurate decisions. Computer Skills: To perform this job successfully, an individual should have knowledge of Internet, Spreadsheet, and Word Processing software. Should also have ability to type accurately and operate a 10-key adding machine and knowledge of automated underwriting software. Certificates, Licenses, Registrations Other Skills and Abilities: The employee should have a thorough understanding of all policies, regulations and procedures for regulatory and investor agencies as they pertain to the mortgage lending industry such as but not limited to knowledge pertaining to FHA, VA, Conventional and Rural Development guidelines and regulatory compliance. Other Qualifications: The employee must have a high level of professionalism, good judgement and impartiality. They must display a courteous and helpful attitude toward members and co-workers and demonstrate the ability to develop and maintain positive relationships. They must possess effective verbal and written communications skills and be able to work in a fast-paced, production-oriented environment. Physical Demands and Work Environment: While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is frequently required to use hands to finger, handle, or feel. The employee is occasionally required to stand; walk; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. The noise level in the work environment is usually moderate. The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Salary Description $45,000-$70,000 Dep. on Exp + Sales Bonuses
12/05/2025
Full time
Mortgage Loan Originator Department: Mortgage Services Reports To: Assistant Vice President Mortgage Services FLSA: Exempt Date last updated: 04/01/2024 Summary Responsible for the timely, courteous, and confidential processing, closing, underwriting, and shipping of all types of mortgage loans for members by performing the following duties: Essential Duties and Responsibilities include the following. Other duties may be assigned. Interviews mortgage loan applicants and analyzes the information received to recommend the correct product for the applicant. Submit the mortgage loan application to an automated underwriting system for approval. Document the loan file with accurate information and comply with all underwriting requirements as stated on the automated underwriting decision sheet. Prepares directions for the Loan processor pertaining to the information that will be required to perfect the mortgage loan sale to the secondary market. Communicates to the applicant, real estate agent, etc. the status of the mortgage application. Develops and promotes good public relations within the Real Estate community and with the member base of the Sioux Falls Federal Credit Union, etc. Reviews the completed file to assure that all mortgage processing functions are completed before and after closing for proper documentation and salability of the loan to the secondary market. Perfects the loan documentation for purchases for any loans which are suspended. Keeps updated and current on all mortgage products, procedures, and policies. Makes recommendations of needs for review or changes of policies and procedures relating to the mortgage lending process to the AVP Mortgage Services. Is knowledgeable about all products available at the Credit Union and actively cross sells products to qualified members. Assists the Marketing Department in the promotion and development of mortgage related products. Assists in the collection of payments for all in-house mortgages which the loan officer originates. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies : Credibility - Provides reliable and accurate information, offers fully researched recommendations, instills customer confidence, supports organizational values and policies, takes responsibility for own actions and mistakes. Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively. Conflict Resolution - Encourages open communications, confronts difficult situations, maintains objectivity, keeps emotions under control, uses negotiation skills to resolve conflicts. Community Relations - Participates within the community, takes leadership role in external activities, presents favorable image of organization, uses community involvement to increase business. Achievement Focus - Sets and achieves clear and challenging goals, demonstrates persistence, and overcomes obstacles, Measures self against standard of excellence, Recognizes and acts on opportunities, takes calculated risks to accomplish goals. Self-Management - Regulates impact of own emotions upon others, remains focused and resilient under stress, accepts criticism, and recovers quickly from setbacks, Projects realistic self-confidence in abilities. Loan Portfolio Maintenance - Identifies qualified prospects, assesses credit risks, presents credit alternatives, keeps current with rules and regulations, maintains portfolio mix and Achieves loan results. Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections. Requirements Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: Four-year degree in business or a related field or Two-Three years related mortgage lending experience and/or training or an equivalent combination of education and experience. Language Skills: Ability to read, analyze, and interpret financial data, general business information and periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from managers, members, and the general public. Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. Must have well-developed math and problem solving skills. Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to research data and make accurate decisions. Computer Skills: To perform this job successfully, an individual should have knowledge of Internet, Spreadsheet, and Word Processing software. Should also have ability to type accurately and operate a 10-key adding machine and knowledge of automated underwriting software. Certificates, Licenses, Registrations Other Skills and Abilities: The employee should have a thorough understanding of all policies, regulations and procedures for regulatory and investor agencies as they pertain to the mortgage lending industry such as but not limited to knowledge pertaining to FHA, VA, Conventional and Rural Development guidelines and regulatory compliance. Other Qualifications: The employee must have a high level of professionalism, good judgement and impartiality. They must display a courteous and helpful attitude toward members and co-workers and demonstrate the ability to develop and maintain positive relationships. They must possess effective verbal and written communications skills and be able to work in a fast-paced, production-oriented environment. Physical Demands and Work Environment: While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is frequently required to use hands to finger, handle, or feel. The employee is occasionally required to stand; walk; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. The noise level in the work environment is usually moderate. The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Salary Description $45,000-$70,000 Dep. on Exp + Sales Bonuses
Mortgage Loan Officer - Banking
Levo Federal Credit Union Comstock, Minnesota
Mortgage Loan Originator Department: Mortgage Services Reports To: Assistant Vice President Mortgage Services FLSA: Exempt Date last updated: 04/01/2024 Summary Responsible for the timely, courteous, and confidential processing, closing, underwriting, and shipping of all types of mortgage loans for members by performing the following duties: Essential Duties and Responsibilities include the following. Other duties may be assigned. Interviews mortgage loan applicants and analyzes the information received to recommend the correct product for the applicant. Submit the mortgage loan application to an automated underwriting system for approval. Document the loan file with accurate information and comply with all underwriting requirements as stated on the automated underwriting decision sheet. Prepares directions for the Loan processor pertaining to the information that will be required to perfect the mortgage loan sale to the secondary market. Communicates to the applicant, real estate agent, etc. the status of the mortgage application. Develops and promotes good public relations within the Real Estate community and with the member base of the Sioux Falls Federal Credit Union, etc. Reviews the completed file to assure that all mortgage processing functions are completed before and after closing for proper documentation and salability of the loan to the secondary market. Perfects the loan documentation for purchases for any loans which are suspended. Keeps updated and current on all mortgage products, procedures, and policies. Makes recommendations of needs for review or changes of policies and procedures relating to the mortgage lending process to the AVP Mortgage Services. Is knowledgeable about all products available at the Credit Union and actively cross sells products to qualified members. Assists the Marketing Department in the promotion and development of mortgage related products. Assists in the collection of payments for all in-house mortgages which the loan officer originates. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies : Credibility - Provides reliable and accurate information, offers fully researched recommendations, instills customer confidence, supports organizational values and policies, takes responsibility for own actions and mistakes. Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively. Conflict Resolution - Encourages open communications, confronts difficult situations, maintains objectivity, keeps emotions under control, uses negotiation skills to resolve conflicts. Community Relations - Participates within the community, takes leadership role in external activities, presents favorable image of organization, uses community involvement to increase business. Achievement Focus - Sets and achieves clear and challenging goals, demonstrates persistence, and overcomes obstacles, Measures self against standard of excellence, Recognizes and acts on opportunities, takes calculated risks to accomplish goals. Self-Management - Regulates impact of own emotions upon others, remains focused and resilient under stress, accepts criticism, and recovers quickly from setbacks, Projects realistic self-confidence in abilities. Loan Portfolio Maintenance - Identifies qualified prospects, assesses credit risks, presents credit alternatives, keeps current with rules and regulations, maintains portfolio mix and Achieves loan results. Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections. Requirements Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: Four-year degree in business or a related field or Two-Three years related mortgage lending experience and/or training or an equivalent combination of education and experience. Language Skills: Ability to read, analyze, and interpret financial data, general business information and periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from managers, members, and the general public. Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. Must have well-developed math and problem solving skills. Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to research data and make accurate decisions. Computer Skills: To perform this job successfully, an individual should have knowledge of Internet, Spreadsheet, and Word Processing software. Should also have ability to type accurately and operate a 10-key adding machine and knowledge of automated underwriting software. Certificates, Licenses, Registrations Other Skills and Abilities: The employee should have a thorough understanding of all policies, regulations and procedures for regulatory and investor agencies as they pertain to the mortgage lending industry such as but not limited to knowledge pertaining to FHA, VA, Conventional and Rural Development guidelines and regulatory compliance. Other Qualifications: The employee must have a high level of professionalism, good judgement and impartiality. They must display a courteous and helpful attitude toward members and co-workers and demonstrate the ability to develop and maintain positive relationships. They must possess effective verbal and written communications skills and be able to work in a fast-paced, production-oriented environment. Physical Demands and Work Environment: While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is frequently required to use hands to finger, handle, or feel. The employee is occasionally required to stand; walk; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. The noise level in the work environment is usually moderate. The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Salary Description $45,000-$70,000 Dep. on Exp + Sales Bonuses
12/05/2025
Full time
Mortgage Loan Originator Department: Mortgage Services Reports To: Assistant Vice President Mortgage Services FLSA: Exempt Date last updated: 04/01/2024 Summary Responsible for the timely, courteous, and confidential processing, closing, underwriting, and shipping of all types of mortgage loans for members by performing the following duties: Essential Duties and Responsibilities include the following. Other duties may be assigned. Interviews mortgage loan applicants and analyzes the information received to recommend the correct product for the applicant. Submit the mortgage loan application to an automated underwriting system for approval. Document the loan file with accurate information and comply with all underwriting requirements as stated on the automated underwriting decision sheet. Prepares directions for the Loan processor pertaining to the information that will be required to perfect the mortgage loan sale to the secondary market. Communicates to the applicant, real estate agent, etc. the status of the mortgage application. Develops and promotes good public relations within the Real Estate community and with the member base of the Sioux Falls Federal Credit Union, etc. Reviews the completed file to assure that all mortgage processing functions are completed before and after closing for proper documentation and salability of the loan to the secondary market. Perfects the loan documentation for purchases for any loans which are suspended. Keeps updated and current on all mortgage products, procedures, and policies. Makes recommendations of needs for review or changes of policies and procedures relating to the mortgage lending process to the AVP Mortgage Services. Is knowledgeable about all products available at the Credit Union and actively cross sells products to qualified members. Assists the Marketing Department in the promotion and development of mortgage related products. Assists in the collection of payments for all in-house mortgages which the loan officer originates. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies : Credibility - Provides reliable and accurate information, offers fully researched recommendations, instills customer confidence, supports organizational values and policies, takes responsibility for own actions and mistakes. Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively. Conflict Resolution - Encourages open communications, confronts difficult situations, maintains objectivity, keeps emotions under control, uses negotiation skills to resolve conflicts. Community Relations - Participates within the community, takes leadership role in external activities, presents favorable image of organization, uses community involvement to increase business. Achievement Focus - Sets and achieves clear and challenging goals, demonstrates persistence, and overcomes obstacles, Measures self against standard of excellence, Recognizes and acts on opportunities, takes calculated risks to accomplish goals. Self-Management - Regulates impact of own emotions upon others, remains focused and resilient under stress, accepts criticism, and recovers quickly from setbacks, Projects realistic self-confidence in abilities. Loan Portfolio Maintenance - Identifies qualified prospects, assesses credit risks, presents credit alternatives, keeps current with rules and regulations, maintains portfolio mix and Achieves loan results. Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections. Requirements Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: Four-year degree in business or a related field or Two-Three years related mortgage lending experience and/or training or an equivalent combination of education and experience. Language Skills: Ability to read, analyze, and interpret financial data, general business information and periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from managers, members, and the general public. Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. Must have well-developed math and problem solving skills. Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to research data and make accurate decisions. Computer Skills: To perform this job successfully, an individual should have knowledge of Internet, Spreadsheet, and Word Processing software. Should also have ability to type accurately and operate a 10-key adding machine and knowledge of automated underwriting software. Certificates, Licenses, Registrations Other Skills and Abilities: The employee should have a thorough understanding of all policies, regulations and procedures for regulatory and investor agencies as they pertain to the mortgage lending industry such as but not limited to knowledge pertaining to FHA, VA, Conventional and Rural Development guidelines and regulatory compliance. Other Qualifications: The employee must have a high level of professionalism, good judgement and impartiality. They must display a courteous and helpful attitude toward members and co-workers and demonstrate the ability to develop and maintain positive relationships. They must possess effective verbal and written communications skills and be able to work in a fast-paced, production-oriented environment. Physical Demands and Work Environment: While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is frequently required to use hands to finger, handle, or feel. The employee is occasionally required to stand; walk; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. The noise level in the work environment is usually moderate. The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Salary Description $45,000-$70,000 Dep. on Exp + Sales Bonuses
Mortgage Loan Originator
Levo Federal Credit Union Dilworth, Minnesota
Mortgage Loan Originator Department: Mortgage Services Reports To: Assistant Vice President Mortgage Services FLSA: Exempt Date last updated: 04/01/2024 Summary Responsible for the timely, courteous, and confidential processing, closing, underwriting, and shipping of all types of mortgage loans for members by performing the following duties: Essential Duties and Responsibilities include the following. Other duties may be assigned. Interviews mortgage loan applicants and analyzes the information received to recommend the correct product for the applicant. Submit the mortgage loan application to an automated underwriting system for approval. Document the loan file with accurate information and comply with all underwriting requirements as stated on the automated underwriting decision sheet. Prepares directions for the Loan processor pertaining to the information that will be required to perfect the mortgage loan sale to the secondary market. Communicates to the applicant, real estate agent, etc. the status of the mortgage application. Develops and promotes good public relations within the Real Estate community and with the member base of the Sioux Falls Federal Credit Union, etc. Reviews the completed file to assure that all mortgage processing functions are completed before and after closing for proper documentation and salability of the loan to the secondary market. Perfects the loan documentation for purchases for any loans which are suspended. Keeps updated and current on all mortgage products, procedures, and policies. Makes recommendations of needs for review or changes of policies and procedures relating to the mortgage lending process to the AVP Mortgage Services. Is knowledgeable about all products available at the Credit Union and actively cross sells products to qualified members. Assists the Marketing Department in the promotion and development of mortgage related products. Assists in the collection of payments for all in-house mortgages which the loan officer originates. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies : Credibility - Provides reliable and accurate information, offers fully researched recommendations, instills customer confidence, supports organizational values and policies, takes responsibility for own actions and mistakes. Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively. Conflict Resolution - Encourages open communications, confronts difficult situations, maintains objectivity, keeps emotions under control, uses negotiation skills to resolve conflicts. Community Relations - Participates within the community, takes leadership role in external activities, presents favorable image of organization, uses community involvement to increase business. Achievement Focus - Sets and achieves clear and challenging goals, demonstrates persistence, and overcomes obstacles, Measures self against standard of excellence, Recognizes and acts on opportunities, takes calculated risks to accomplish goals. Self-Management - Regulates impact of own emotions upon others, remains focused and resilient under stress, accepts criticism, and recovers quickly from setbacks, Projects realistic self-confidence in abilities. Loan Portfolio Maintenance - Identifies qualified prospects, assesses credit risks, presents credit alternatives, keeps current with rules and regulations, maintains portfolio mix and Achieves loan results. Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections. Requirements Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: Four-year degree in business or a related field or Two-Three years related mortgage lending experience and/or training or an equivalent combination of education and experience. Language Skills: Ability to read, analyze, and interpret financial data, general business information and periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from managers, members, and the general public. Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. Must have well-developed math and problem solving skills. Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to research data and make accurate decisions. Computer Skills: To perform this job successfully, an individual should have knowledge of Internet, Spreadsheet, and Word Processing software. Should also have ability to type accurately and operate a 10-key adding machine and knowledge of automated underwriting software. Certificates, Licenses, Registrations Other Skills and Abilities: The employee should have a thorough understanding of all policies, regulations and procedures for regulatory and investor agencies as they pertain to the mortgage lending industry such as but not limited to knowledge pertaining to FHA, VA, Conventional and Rural Development guidelines and regulatory compliance. Other Qualifications: The employee must have a high level of professionalism, good judgement and impartiality. They must display a courteous and helpful attitude toward members and co-workers and demonstrate the ability to develop and maintain positive relationships. They must possess effective verbal and written communications skills and be able to work in a fast-paced, production-oriented environment. Physical Demands and Work Environment: While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is frequently required to use hands to finger, handle, or feel. The employee is occasionally required to stand; walk; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. The noise level in the work environment is usually moderate. The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Salary Description $45,000-$70,000 Dep. on Exp + Sales Bonuses
12/05/2025
Full time
Mortgage Loan Originator Department: Mortgage Services Reports To: Assistant Vice President Mortgage Services FLSA: Exempt Date last updated: 04/01/2024 Summary Responsible for the timely, courteous, and confidential processing, closing, underwriting, and shipping of all types of mortgage loans for members by performing the following duties: Essential Duties and Responsibilities include the following. Other duties may be assigned. Interviews mortgage loan applicants and analyzes the information received to recommend the correct product for the applicant. Submit the mortgage loan application to an automated underwriting system for approval. Document the loan file with accurate information and comply with all underwriting requirements as stated on the automated underwriting decision sheet. Prepares directions for the Loan processor pertaining to the information that will be required to perfect the mortgage loan sale to the secondary market. Communicates to the applicant, real estate agent, etc. the status of the mortgage application. Develops and promotes good public relations within the Real Estate community and with the member base of the Sioux Falls Federal Credit Union, etc. Reviews the completed file to assure that all mortgage processing functions are completed before and after closing for proper documentation and salability of the loan to the secondary market. Perfects the loan documentation for purchases for any loans which are suspended. Keeps updated and current on all mortgage products, procedures, and policies. Makes recommendations of needs for review or changes of policies and procedures relating to the mortgage lending process to the AVP Mortgage Services. Is knowledgeable about all products available at the Credit Union and actively cross sells products to qualified members. Assists the Marketing Department in the promotion and development of mortgage related products. Assists in the collection of payments for all in-house mortgages which the loan officer originates. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies : Credibility - Provides reliable and accurate information, offers fully researched recommendations, instills customer confidence, supports organizational values and policies, takes responsibility for own actions and mistakes. Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively. Conflict Resolution - Encourages open communications, confronts difficult situations, maintains objectivity, keeps emotions under control, uses negotiation skills to resolve conflicts. Community Relations - Participates within the community, takes leadership role in external activities, presents favorable image of organization, uses community involvement to increase business. Achievement Focus - Sets and achieves clear and challenging goals, demonstrates persistence, and overcomes obstacles, Measures self against standard of excellence, Recognizes and acts on opportunities, takes calculated risks to accomplish goals. Self-Management - Regulates impact of own emotions upon others, remains focused and resilient under stress, accepts criticism, and recovers quickly from setbacks, Projects realistic self-confidence in abilities. Loan Portfolio Maintenance - Identifies qualified prospects, assesses credit risks, presents credit alternatives, keeps current with rules and regulations, maintains portfolio mix and Achieves loan results. Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections. Requirements Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: Four-year degree in business or a related field or Two-Three years related mortgage lending experience and/or training or an equivalent combination of education and experience. Language Skills: Ability to read, analyze, and interpret financial data, general business information and periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from managers, members, and the general public. Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. Must have well-developed math and problem solving skills. Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to research data and make accurate decisions. Computer Skills: To perform this job successfully, an individual should have knowledge of Internet, Spreadsheet, and Word Processing software. Should also have ability to type accurately and operate a 10-key adding machine and knowledge of automated underwriting software. Certificates, Licenses, Registrations Other Skills and Abilities: The employee should have a thorough understanding of all policies, regulations and procedures for regulatory and investor agencies as they pertain to the mortgage lending industry such as but not limited to knowledge pertaining to FHA, VA, Conventional and Rural Development guidelines and regulatory compliance. Other Qualifications: The employee must have a high level of professionalism, good judgement and impartiality. They must display a courteous and helpful attitude toward members and co-workers and demonstrate the ability to develop and maintain positive relationships. They must possess effective verbal and written communications skills and be able to work in a fast-paced, production-oriented environment. Physical Demands and Work Environment: While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is frequently required to use hands to finger, handle, or feel. The employee is occasionally required to stand; walk; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. The noise level in the work environment is usually moderate. The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Salary Description $45,000-$70,000 Dep. on Exp + Sales Bonuses
Loan Officer - Credit Union
Levo Federal Credit Union Dilworth, Minnesota
Mortgage Loan Originator Department: Mortgage Services Reports To: Assistant Vice President Mortgage Services FLSA: Exempt Date last updated: 04/01/2024 Summary Responsible for the timely, courteous, and confidential processing, closing, underwriting, and shipping of all types of mortgage loans for members by performing the following duties: Essential Duties and Responsibilities include the following. Other duties may be assigned. Interviews mortgage loan applicants and analyzes the information received to recommend the correct product for the applicant. Submit the mortgage loan application to an automated underwriting system for approval. Document the loan file with accurate information and comply with all underwriting requirements as stated on the automated underwriting decision sheet. Prepares directions for the Loan processor pertaining to the information that will be required to perfect the mortgage loan sale to the secondary market. Communicates to the applicant, real estate agent, etc. the status of the mortgage application. Develops and promotes good public relations within the Real Estate community and with the member base of the Sioux Falls Federal Credit Union, etc. Reviews the completed file to assure that all mortgage processing functions are completed before and after closing for proper documentation and salability of the loan to the secondary market. Perfects the loan documentation for purchases for any loans which are suspended. Keeps updated and current on all mortgage products, procedures, and policies. Makes recommendations of needs for review or changes of policies and procedures relating to the mortgage lending process to the AVP Mortgage Services. Is knowledgeable about all products available at the Credit Union and actively cross sells products to qualified members. Assists the Marketing Department in the promotion and development of mortgage related products. Assists in the collection of payments for all in-house mortgages which the loan officer originates. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies : Credibility - Provides reliable and accurate information, offers fully researched recommendations, instills customer confidence, supports organizational values and policies, takes responsibility for own actions and mistakes. Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively. Conflict Resolution - Encourages open communications, confronts difficult situations, maintains objectivity, keeps emotions under control, uses negotiation skills to resolve conflicts. Community Relations - Participates within the community, takes leadership role in external activities, presents favorable image of organization, uses community involvement to increase business. Achievement Focus - Sets and achieves clear and challenging goals, demonstrates persistence, and overcomes obstacles, Measures self against standard of excellence, Recognizes and acts on opportunities, takes calculated risks to accomplish goals. Self-Management - Regulates impact of own emotions upon others, remains focused and resilient under stress, accepts criticism, and recovers quickly from setbacks, Projects realistic self-confidence in abilities. Loan Portfolio Maintenance - Identifies qualified prospects, assesses credit risks, presents credit alternatives, keeps current with rules and regulations, maintains portfolio mix and Achieves loan results. Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections. Requirements Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: Four-year degree in business or a related field or Two-Three years related mortgage lending experience and/or training or an equivalent combination of education and experience. Language Skills: Ability to read, analyze, and interpret financial data, general business information and periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from managers, members, and the general public. Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. Must have well-developed math and problem solving skills. Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to research data and make accurate decisions. Computer Skills: To perform this job successfully, an individual should have knowledge of Internet, Spreadsheet, and Word Processing software. Should also have ability to type accurately and operate a 10-key adding machine and knowledge of automated underwriting software. Certificates, Licenses, Registrations Other Skills and Abilities: The employee should have a thorough understanding of all policies, regulations and procedures for regulatory and investor agencies as they pertain to the mortgage lending industry such as but not limited to knowledge pertaining to FHA, VA, Conventional and Rural Development guidelines and regulatory compliance. Other Qualifications: The employee must have a high level of professionalism, good judgement and impartiality. They must display a courteous and helpful attitude toward members and co-workers and demonstrate the ability to develop and maintain positive relationships. They must possess effective verbal and written communications skills and be able to work in a fast-paced, production-oriented environment. Physical Demands and Work Environment: While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is frequently required to use hands to finger, handle, or feel. The employee is occasionally required to stand; walk; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. The noise level in the work environment is usually moderate. The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Salary Description $45,000-$70,000 Dep. on Exp + Sales Bonuses
12/05/2025
Full time
Mortgage Loan Originator Department: Mortgage Services Reports To: Assistant Vice President Mortgage Services FLSA: Exempt Date last updated: 04/01/2024 Summary Responsible for the timely, courteous, and confidential processing, closing, underwriting, and shipping of all types of mortgage loans for members by performing the following duties: Essential Duties and Responsibilities include the following. Other duties may be assigned. Interviews mortgage loan applicants and analyzes the information received to recommend the correct product for the applicant. Submit the mortgage loan application to an automated underwriting system for approval. Document the loan file with accurate information and comply with all underwriting requirements as stated on the automated underwriting decision sheet. Prepares directions for the Loan processor pertaining to the information that will be required to perfect the mortgage loan sale to the secondary market. Communicates to the applicant, real estate agent, etc. the status of the mortgage application. Develops and promotes good public relations within the Real Estate community and with the member base of the Sioux Falls Federal Credit Union, etc. Reviews the completed file to assure that all mortgage processing functions are completed before and after closing for proper documentation and salability of the loan to the secondary market. Perfects the loan documentation for purchases for any loans which are suspended. Keeps updated and current on all mortgage products, procedures, and policies. Makes recommendations of needs for review or changes of policies and procedures relating to the mortgage lending process to the AVP Mortgage Services. Is knowledgeable about all products available at the Credit Union and actively cross sells products to qualified members. Assists the Marketing Department in the promotion and development of mortgage related products. Assists in the collection of payments for all in-house mortgages which the loan officer originates. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies : Credibility - Provides reliable and accurate information, offers fully researched recommendations, instills customer confidence, supports organizational values and policies, takes responsibility for own actions and mistakes. Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively. Conflict Resolution - Encourages open communications, confronts difficult situations, maintains objectivity, keeps emotions under control, uses negotiation skills to resolve conflicts. Community Relations - Participates within the community, takes leadership role in external activities, presents favorable image of organization, uses community involvement to increase business. Achievement Focus - Sets and achieves clear and challenging goals, demonstrates persistence, and overcomes obstacles, Measures self against standard of excellence, Recognizes and acts on opportunities, takes calculated risks to accomplish goals. Self-Management - Regulates impact of own emotions upon others, remains focused and resilient under stress, accepts criticism, and recovers quickly from setbacks, Projects realistic self-confidence in abilities. Loan Portfolio Maintenance - Identifies qualified prospects, assesses credit risks, presents credit alternatives, keeps current with rules and regulations, maintains portfolio mix and Achieves loan results. Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections. Requirements Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: Four-year degree in business or a related field or Two-Three years related mortgage lending experience and/or training or an equivalent combination of education and experience. Language Skills: Ability to read, analyze, and interpret financial data, general business information and periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from managers, members, and the general public. Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. Must have well-developed math and problem solving skills. Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to research data and make accurate decisions. Computer Skills: To perform this job successfully, an individual should have knowledge of Internet, Spreadsheet, and Word Processing software. Should also have ability to type accurately and operate a 10-key adding machine and knowledge of automated underwriting software. Certificates, Licenses, Registrations Other Skills and Abilities: The employee should have a thorough understanding of all policies, regulations and procedures for regulatory and investor agencies as they pertain to the mortgage lending industry such as but not limited to knowledge pertaining to FHA, VA, Conventional and Rural Development guidelines and regulatory compliance. Other Qualifications: The employee must have a high level of professionalism, good judgement and impartiality. They must display a courteous and helpful attitude toward members and co-workers and demonstrate the ability to develop and maintain positive relationships. They must possess effective verbal and written communications skills and be able to work in a fast-paced, production-oriented environment. Physical Demands and Work Environment: While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is frequently required to use hands to finger, handle, or feel. The employee is occasionally required to stand; walk; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. The noise level in the work environment is usually moderate. The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Salary Description $45,000-$70,000 Dep. on Exp + Sales Bonuses
Mortgage Loan Processor
Levo Federal Credit Union Wolverton, Minnesota
Mortgage Loan Originator Department: Mortgage Services Reports To: Assistant Vice President Mortgage Services FLSA: Exempt Date last updated: 04/01/2024 Summary Responsible for the timely, courteous, and confidential processing, closing, underwriting, and shipping of all types of mortgage loans for members by performing the following duties: Essential Duties and Responsibilities include the following. Other duties may be assigned. Interviews mortgage loan applicants and analyzes the information received to recommend the correct product for the applicant. Submit the mortgage loan application to an automated underwriting system for approval. Document the loan file with accurate information and comply with all underwriting requirements as stated on the automated underwriting decision sheet. Prepares directions for the Loan processor pertaining to the information that will be required to perfect the mortgage loan sale to the secondary market. Communicates to the applicant, real estate agent, etc. the status of the mortgage application. Develops and promotes good public relations within the Real Estate community and with the member base of the Sioux Falls Federal Credit Union, etc. Reviews the completed file to assure that all mortgage processing functions are completed before and after closing for proper documentation and salability of the loan to the secondary market. Perfects the loan documentation for purchases for any loans which are suspended. Keeps updated and current on all mortgage products, procedures, and policies. Makes recommendations of needs for review or changes of policies and procedures relating to the mortgage lending process to the AVP Mortgage Services. Is knowledgeable about all products available at the Credit Union and actively cross sells products to qualified members. Assists the Marketing Department in the promotion and development of mortgage related products. Assists in the collection of payments for all in-house mortgages which the loan officer originates. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies : Credibility - Provides reliable and accurate information, offers fully researched recommendations, instills customer confidence, supports organizational values and policies, takes responsibility for own actions and mistakes. Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively. Conflict Resolution - Encourages open communications, confronts difficult situations, maintains objectivity, keeps emotions under control, uses negotiation skills to resolve conflicts. Community Relations - Participates within the community, takes leadership role in external activities, presents favorable image of organization, uses community involvement to increase business. Achievement Focus - Sets and achieves clear and challenging goals, demonstrates persistence, and overcomes obstacles, Measures self against standard of excellence, Recognizes and acts on opportunities, takes calculated risks to accomplish goals. Self-Management - Regulates impact of own emotions upon others, remains focused and resilient under stress, accepts criticism, and recovers quickly from setbacks, Projects realistic self-confidence in abilities. Loan Portfolio Maintenance - Identifies qualified prospects, assesses credit risks, presents credit alternatives, keeps current with rules and regulations, maintains portfolio mix and Achieves loan results. Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections. Requirements Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: Four-year degree in business or a related field or Two-Three years related mortgage lending experience and/or training or an equivalent combination of education and experience. Language Skills: Ability to read, analyze, and interpret financial data, general business information and periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from managers, members, and the general public. Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. Must have well-developed math and problem solving skills. Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to research data and make accurate decisions. Computer Skills: To perform this job successfully, an individual should have knowledge of Internet, Spreadsheet, and Word Processing software. Should also have ability to type accurately and operate a 10-key adding machine and knowledge of automated underwriting software. Certificates, Licenses, Registrations Other Skills and Abilities: The employee should have a thorough understanding of all policies, regulations and procedures for regulatory and investor agencies as they pertain to the mortgage lending industry such as but not limited to knowledge pertaining to FHA, VA, Conventional and Rural Development guidelines and regulatory compliance. Other Qualifications: The employee must have a high level of professionalism, good judgement and impartiality. They must display a courteous and helpful attitude toward members and co-workers and demonstrate the ability to develop and maintain positive relationships. They must possess effective verbal and written communications skills and be able to work in a fast-paced, production-oriented environment. Physical Demands and Work Environment: While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is frequently required to use hands to finger, handle, or feel. The employee is occasionally required to stand; walk; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. The noise level in the work environment is usually moderate. The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Salary Description $45,000-$70,000 Dep. on Exp + Sales Bonuses
12/04/2025
Full time
Mortgage Loan Originator Department: Mortgage Services Reports To: Assistant Vice President Mortgage Services FLSA: Exempt Date last updated: 04/01/2024 Summary Responsible for the timely, courteous, and confidential processing, closing, underwriting, and shipping of all types of mortgage loans for members by performing the following duties: Essential Duties and Responsibilities include the following. Other duties may be assigned. Interviews mortgage loan applicants and analyzes the information received to recommend the correct product for the applicant. Submit the mortgage loan application to an automated underwriting system for approval. Document the loan file with accurate information and comply with all underwriting requirements as stated on the automated underwriting decision sheet. Prepares directions for the Loan processor pertaining to the information that will be required to perfect the mortgage loan sale to the secondary market. Communicates to the applicant, real estate agent, etc. the status of the mortgage application. Develops and promotes good public relations within the Real Estate community and with the member base of the Sioux Falls Federal Credit Union, etc. Reviews the completed file to assure that all mortgage processing functions are completed before and after closing for proper documentation and salability of the loan to the secondary market. Perfects the loan documentation for purchases for any loans which are suspended. Keeps updated and current on all mortgage products, procedures, and policies. Makes recommendations of needs for review or changes of policies and procedures relating to the mortgage lending process to the AVP Mortgage Services. Is knowledgeable about all products available at the Credit Union and actively cross sells products to qualified members. Assists the Marketing Department in the promotion and development of mortgage related products. Assists in the collection of payments for all in-house mortgages which the loan officer originates. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies : Credibility - Provides reliable and accurate information, offers fully researched recommendations, instills customer confidence, supports organizational values and policies, takes responsibility for own actions and mistakes. Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively. Conflict Resolution - Encourages open communications, confronts difficult situations, maintains objectivity, keeps emotions under control, uses negotiation skills to resolve conflicts. Community Relations - Participates within the community, takes leadership role in external activities, presents favorable image of organization, uses community involvement to increase business. Achievement Focus - Sets and achieves clear and challenging goals, demonstrates persistence, and overcomes obstacles, Measures self against standard of excellence, Recognizes and acts on opportunities, takes calculated risks to accomplish goals. Self-Management - Regulates impact of own emotions upon others, remains focused and resilient under stress, accepts criticism, and recovers quickly from setbacks, Projects realistic self-confidence in abilities. Loan Portfolio Maintenance - Identifies qualified prospects, assesses credit risks, presents credit alternatives, keeps current with rules and regulations, maintains portfolio mix and Achieves loan results. Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections. Requirements Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: Four-year degree in business or a related field or Two-Three years related mortgage lending experience and/or training or an equivalent combination of education and experience. Language Skills: Ability to read, analyze, and interpret financial data, general business information and periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from managers, members, and the general public. Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. Must have well-developed math and problem solving skills. Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to research data and make accurate decisions. Computer Skills: To perform this job successfully, an individual should have knowledge of Internet, Spreadsheet, and Word Processing software. Should also have ability to type accurately and operate a 10-key adding machine and knowledge of automated underwriting software. Certificates, Licenses, Registrations Other Skills and Abilities: The employee should have a thorough understanding of all policies, regulations and procedures for regulatory and investor agencies as they pertain to the mortgage lending industry such as but not limited to knowledge pertaining to FHA, VA, Conventional and Rural Development guidelines and regulatory compliance. Other Qualifications: The employee must have a high level of professionalism, good judgement and impartiality. They must display a courteous and helpful attitude toward members and co-workers and demonstrate the ability to develop and maintain positive relationships. They must possess effective verbal and written communications skills and be able to work in a fast-paced, production-oriented environment. Physical Demands and Work Environment: While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is frequently required to use hands to finger, handle, or feel. The employee is occasionally required to stand; walk; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. The noise level in the work environment is usually moderate. The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Salary Description $45,000-$70,000 Dep. on Exp + Sales Bonuses
Commercial Relationship Manager
Fresno First Bank Visalia, California
Description: Who We Are: FFB, a dynamic and acclaimed single-branch bank born in the heart of Fresno, CA in 2005, is on a mission to redefine the banking experience. Our commitment to delivering top-notch banking services has propelled us to the forefront of the industry, earning us accolades and recognition. At FFB, we recognize the uniqueness of each individual who walks through our doors, and our dedicated team strives to craft personalized banking solutions that cater to their distinct needs. What sets FFB apart is not just our Fresno roots but the diverse talents that make up our team, hailing from every corner of the country. We firmly believe that our people are our greatest strength, and we're constantly on the lookout for ambitious and passionate individuals who align with FFB's vision, regardless of their location. If you're ready to be part of a winning team and contribute to our ongoing success story, we invite you to apply and join the FFB family! Recent Achievements Speak Louder Than Words: 2024 & 2025 - American Banker - Top Performing Publicly Traded Bank with under $2b in assets 2023 - American Banker - "Top 5" Community Bank in the Country 2023 - OTCQX - Best 50 Companies 2023 - 5-star Rating Bauer Financial What You Should Expect While Working at FFB: Company ownership through our Employee Stock Ownership Program (ESOP) A friendly, close-Knit work culture that encourages growth Opportunities to Participate in Community Networking Events Benefits Package o Medical/Dental/Vision o Life Insurance o Paid Vacation o 401(k) Retirement Plan o Training & Development o Tuition Reimbursement o Employee Assistance Program o Internal Job Posting & Referral Program Ideal Candidate: FFB prides itself on its core values of Teamwork, Relationship, Authenticity, and Commitment (TRAC). We expect that our team members will reflect these values in the workplace in various ways: Teamwork - We collaborate, hold each other accountable, and win together. Relationship - We are trustworthy, transparent, and respectful. Authentic - We are humble, vulnerable, and we speak up. Commitment - We are owners Be hungry, responsive, and have a sense of urgency. About the Position: The Commercial Relationship Manager is responsible for soliciting, negotiating, underwriting, and coordinating the closing of equipment, commercial building and business loans in compliance with the Bank's lending policies and procedures; develops business checking and deposit relationships with customers; and promotes business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. 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 opportunities. Uses CRM systems to track interactions, update customer records, and manage pipeline activity. Interviews prospective applicants and requests specified information related to loan or credit application; corresponds or re-interviews applicants to resolve questions regarding application information. Performs pre-qualification assessment and analysis of financial condition and risk of financing requests within framework of Bank credit culture and current economic and industry trends. Gathers and analyzes all information necessary to present a financing request to Senior Management or Loan Committee for approval; meets with existing or potential customers; visits sites of loans; negotiates loan terms and conditions. Coordinates processing of approved loans; ensures loans are processed according to agreement, customer needs and conform to Bank lending policies; obtains sufficient information and/or documentation from customers; solves problems relative to processing and servicing of loans within his or her portfolio; approves loan disbursements in accordance with agreements. Ensures that credit inquiries and UCC filings are researched to determine credit worthiness and appropriate collateral positioning are achieved. Ensures that certification or deletion of collateral is made by the appropriate personnel. Negotiates, underwrites, and processes renewals of credit facilities. Approves loan payments, draws from lines of credit, and fund transfers within specified limits. Authorizes commitment, engagement, auction, and decline letters. Contributes to the overall profitability of the branch and region; implements costs controls, income generation, and branch and region marketing efforts; monitors expenses to ensure compliance with budget. Verifies funds with mortgage companies and contractors. Develops and maintains knowledge of financial industry, economy, market conditions, rates, vendors and competition. Represents the Bank in various community, civic, and community reinvestment functions to further enhance the Bank's image and develop additional business; assists the Bank in establishing and maintaining market position in the financing arena. Reviews NSF and overdraft reports for customers assigned within his or her portfolio; approves or declines such exceptions within established lending limits. Provides deposit and loan account ratings. Updates and corresponds with legal counsel and collectors on workouts, bankruptcies, and charge-offs to ensure all possible precautionary actions or measures are taken. Responsible for achieving annual deposit and loan growth goals assigned by Senior Management. Provides leadership and training to less experienced loan officers and other staff members. 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 required; relevant field preferred (e.g., Business, Finance, or related). Minimum 5 years of related experience in banking, financial services, or relevant industry required. Proficiency with Microsoft Office Suite (Excel, Word, Outlook) required. Experienced in growing marketing and business development expertise through direct customer engagement. Advanced math skills: ability to calculate interest, commissions, proportions, and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs. Demonstrated ability to cross-sell and explain all products and services with confidence and authority. Knowledge of commercial banking products and services and a 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. Proficient teamwork and relationship skills to contribute to cross-functional collaboration and team success. 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. . click apply for full job details
12/04/2025
Full time
Description: Who We Are: FFB, a dynamic and acclaimed single-branch bank born in the heart of Fresno, CA in 2005, is on a mission to redefine the banking experience. Our commitment to delivering top-notch banking services has propelled us to the forefront of the industry, earning us accolades and recognition. At FFB, we recognize the uniqueness of each individual who walks through our doors, and our dedicated team strives to craft personalized banking solutions that cater to their distinct needs. What sets FFB apart is not just our Fresno roots but the diverse talents that make up our team, hailing from every corner of the country. We firmly believe that our people are our greatest strength, and we're constantly on the lookout for ambitious and passionate individuals who align with FFB's vision, regardless of their location. If you're ready to be part of a winning team and contribute to our ongoing success story, we invite you to apply and join the FFB family! Recent Achievements Speak Louder Than Words: 2024 & 2025 - American Banker - Top Performing Publicly Traded Bank with under $2b in assets 2023 - American Banker - "Top 5" Community Bank in the Country 2023 - OTCQX - Best 50 Companies 2023 - 5-star Rating Bauer Financial What You Should Expect While Working at FFB: Company ownership through our Employee Stock Ownership Program (ESOP) A friendly, close-Knit work culture that encourages growth Opportunities to Participate in Community Networking Events Benefits Package o Medical/Dental/Vision o Life Insurance o Paid Vacation o 401(k) Retirement Plan o Training & Development o Tuition Reimbursement o Employee Assistance Program o Internal Job Posting & Referral Program Ideal Candidate: FFB prides itself on its core values of Teamwork, Relationship, Authenticity, and Commitment (TRAC). We expect that our team members will reflect these values in the workplace in various ways: Teamwork - We collaborate, hold each other accountable, and win together. Relationship - We are trustworthy, transparent, and respectful. Authentic - We are humble, vulnerable, and we speak up. Commitment - We are owners Be hungry, responsive, and have a sense of urgency. About the Position: The Commercial Relationship Manager is responsible for soliciting, negotiating, underwriting, and coordinating the closing of equipment, commercial building and business loans in compliance with the Bank's lending policies and procedures; develops business checking and deposit relationships with customers; and promotes business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. 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 opportunities. Uses CRM systems to track interactions, update customer records, and manage pipeline activity. Interviews prospective applicants and requests specified information related to loan or credit application; corresponds or re-interviews applicants to resolve questions regarding application information. Performs pre-qualification assessment and analysis of financial condition and risk of financing requests within framework of Bank credit culture and current economic and industry trends. Gathers and analyzes all information necessary to present a financing request to Senior Management or Loan Committee for approval; meets with existing or potential customers; visits sites of loans; negotiates loan terms and conditions. Coordinates processing of approved loans; ensures loans are processed according to agreement, customer needs and conform to Bank lending policies; obtains sufficient information and/or documentation from customers; solves problems relative to processing and servicing of loans within his or her portfolio; approves loan disbursements in accordance with agreements. Ensures that credit inquiries and UCC filings are researched to determine credit worthiness and appropriate collateral positioning are achieved. Ensures that certification or deletion of collateral is made by the appropriate personnel. Negotiates, underwrites, and processes renewals of credit facilities. Approves loan payments, draws from lines of credit, and fund transfers within specified limits. Authorizes commitment, engagement, auction, and decline letters. Contributes to the overall profitability of the branch and region; implements costs controls, income generation, and branch and region marketing efforts; monitors expenses to ensure compliance with budget. Verifies funds with mortgage companies and contractors. Develops and maintains knowledge of financial industry, economy, market conditions, rates, vendors and competition. Represents the Bank in various community, civic, and community reinvestment functions to further enhance the Bank's image and develop additional business; assists the Bank in establishing and maintaining market position in the financing arena. Reviews NSF and overdraft reports for customers assigned within his or her portfolio; approves or declines such exceptions within established lending limits. Provides deposit and loan account ratings. Updates and corresponds with legal counsel and collectors on workouts, bankruptcies, and charge-offs to ensure all possible precautionary actions or measures are taken. Responsible for achieving annual deposit and loan growth goals assigned by Senior Management. Provides leadership and training to less experienced loan officers and other staff members. 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 required; relevant field preferred (e.g., Business, Finance, or related). Minimum 5 years of related experience in banking, financial services, or relevant industry required. Proficiency with Microsoft Office Suite (Excel, Word, Outlook) required. Experienced in growing marketing and business development expertise through direct customer engagement. Advanced math skills: ability to calculate interest, commissions, proportions, and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs. Demonstrated ability to cross-sell and explain all products and services with confidence and authority. Knowledge of commercial banking products and services and a 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. Proficient teamwork and relationship skills to contribute to cross-functional collaboration and team success. 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. . click apply for full job details
Project Director
Olgoonik Corporation Fairfax, Virginia
Overview The Project Director provides strategic oversight for large-scale and complex construction projects across multiple sites. The Director is responsible for operational leadership, and financial performance of assigned projects, ensuring the successful delivery of projects aligned with company goals, client expectations, and contractual requirements, and adherence to all corporate, safety, and quality standards. Primary Responsibilities Oversees large and complex projects, typically exceeding $10M per project, including new construction, repairs, and renovations. Reviews and approves scopes, budgets, estimates, and schedules across multiple projects. Produces detailed estimates for work, negotiates proposals with client, produces sub-contractor bid packages, administers and oversees field activities, produces in-house production reports and produces schedules, etc. as required to effectively manage multiple projects at once. Ensures compliance with contract terms, federal acquisition regulations (FAR), and corporate policies. Serves as the senior representative for clients, government contracting officers, and stakeholders. Negotiates contracts, manages change orders, and resolves escalated issues to maintain client trust. Establishes and monitors key performance indicators (KPIs) for schedule, cost, quality, and client satisfaction. Leads briefings, progress meetings, and strategic reviews. Oversees project budgets, ensuring accuracy in cost tracking and revenue forecasting. Collaborates with Business Managers and Accounting teams to improve profitability and operational efficiency. Supports business development efforts through proposal oversight and client engagement strategies. Drives company-wide initiatives to enhance construction delivery, safety culture, and process efficiency. Ensures consistent application of Contractor Quality Control (CQC) standards and corporate safety programs. Champions innovation and continuous improvement across project teams. Supervisory Responsibilities This position may have supervisory responsibilities for professional, technical, and labor staff. Education and Experience Bachelor's degree in construction management, engineering, or directly related field preferred; extensive experience in lieu of degree will be considered. Minimum of 10 years of progressive experience in construction management, including 5 years experience leading large-scale construction projects. Proven success managing concurrent construction projects valued at $15M-$100M+. Must have experience in contracting with Federal Government and the Department of Defense and understanding of key aspects of this contracting environment. Knowledge, Skills, and Abilities Advanced leadership and organizational management skills. Strong technical knowledge of construction methods, estimating, scheduling, and contract administration. Proficiency with Microsoft Office Suite and project management platforms (e.g., Procore, MS Project, Primavera). Proficiency with construction software is strongly preferred. Scheduling, estimating, construction accounting and CAD programs will be utilized. Excellent communication, negotiation, and interpersonal abilities. Demonstrated ability to manage risk, drive profitability, and foster a positive team culture. Ability to work effectively in diverse, multi-site environments with minimal supervision is required. Certificates, Licenses, and Registrations PMP or Certified Construction Manager (CCM) preferred. Security Clearance: Position requires U.S. Citizenship, a US Government background check and may require a US Government Secret or Top-Secret Clearance If SECRET Clearance Level is required, candidate must also: Have a current US Government SECRET Personnel Security Clearance or be able to successfully complete a U.S. government administered Investigation Be able to maintain a US Government Secret or Top-Secret clearance Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is required to be able to stand; walk; sit; use hands and/or fingers to handle, or feel objects, tools or controls; operate office equipment, reach with hands and arms; climb stairs; balance; stoop; kneel; talk or hear. The employee must occasionally lift and or move up to 25 pounds Work Environment: General office environment. Some travel both domestically and internationally may be required based on business demands. Olgoonik is an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), national origin, age, disability, genetic information, veteran status, marital status, or any other characteristic protected by applicable federal, state, or local laws. As an Alaska Native corporation, Olgoonik provides hiring preference to Olgoonik shareholders, descendants, and their spouses to the extent allowed by law. PI63ecac34af11-6797
12/03/2025
Full time
Overview The Project Director provides strategic oversight for large-scale and complex construction projects across multiple sites. The Director is responsible for operational leadership, and financial performance of assigned projects, ensuring the successful delivery of projects aligned with company goals, client expectations, and contractual requirements, and adherence to all corporate, safety, and quality standards. Primary Responsibilities Oversees large and complex projects, typically exceeding $10M per project, including new construction, repairs, and renovations. Reviews and approves scopes, budgets, estimates, and schedules across multiple projects. Produces detailed estimates for work, negotiates proposals with client, produces sub-contractor bid packages, administers and oversees field activities, produces in-house production reports and produces schedules, etc. as required to effectively manage multiple projects at once. Ensures compliance with contract terms, federal acquisition regulations (FAR), and corporate policies. Serves as the senior representative for clients, government contracting officers, and stakeholders. Negotiates contracts, manages change orders, and resolves escalated issues to maintain client trust. Establishes and monitors key performance indicators (KPIs) for schedule, cost, quality, and client satisfaction. Leads briefings, progress meetings, and strategic reviews. Oversees project budgets, ensuring accuracy in cost tracking and revenue forecasting. Collaborates with Business Managers and Accounting teams to improve profitability and operational efficiency. Supports business development efforts through proposal oversight and client engagement strategies. Drives company-wide initiatives to enhance construction delivery, safety culture, and process efficiency. Ensures consistent application of Contractor Quality Control (CQC) standards and corporate safety programs. Champions innovation and continuous improvement across project teams. Supervisory Responsibilities This position may have supervisory responsibilities for professional, technical, and labor staff. Education and Experience Bachelor's degree in construction management, engineering, or directly related field preferred; extensive experience in lieu of degree will be considered. Minimum of 10 years of progressive experience in construction management, including 5 years experience leading large-scale construction projects. Proven success managing concurrent construction projects valued at $15M-$100M+. Must have experience in contracting with Federal Government and the Department of Defense and understanding of key aspects of this contracting environment. Knowledge, Skills, and Abilities Advanced leadership and organizational management skills. Strong technical knowledge of construction methods, estimating, scheduling, and contract administration. Proficiency with Microsoft Office Suite and project management platforms (e.g., Procore, MS Project, Primavera). Proficiency with construction software is strongly preferred. Scheduling, estimating, construction accounting and CAD programs will be utilized. Excellent communication, negotiation, and interpersonal abilities. Demonstrated ability to manage risk, drive profitability, and foster a positive team culture. Ability to work effectively in diverse, multi-site environments with minimal supervision is required. Certificates, Licenses, and Registrations PMP or Certified Construction Manager (CCM) preferred. Security Clearance: Position requires U.S. Citizenship, a US Government background check and may require a US Government Secret or Top-Secret Clearance If SECRET Clearance Level is required, candidate must also: Have a current US Government SECRET Personnel Security Clearance or be able to successfully complete a U.S. government administered Investigation Be able to maintain a US Government Secret or Top-Secret clearance Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is required to be able to stand; walk; sit; use hands and/or fingers to handle, or feel objects, tools or controls; operate office equipment, reach with hands and arms; climb stairs; balance; stoop; kneel; talk or hear. The employee must occasionally lift and or move up to 25 pounds Work Environment: General office environment. Some travel both domestically and internationally may be required based on business demands. Olgoonik is an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), national origin, age, disability, genetic information, veteran status, marital status, or any other characteristic protected by applicable federal, state, or local laws. As an Alaska Native corporation, Olgoonik provides hiring preference to Olgoonik shareholders, descendants, and their spouses to the extent allowed by law. PI63ecac34af11-6797
Christus Health
President Ambulatory - Ambulatory Administration
Christus Health Alexandria, Louisiana
Description Summary: The President Ambulatory provides leadership and management for a health care center within a CHRISTUS region. The President is responsible for promoting the CHRISTUS Health mission, core values and vision and for operational effectiveness and quality of care and service for the health care center. In addition, the President is responsible for the Associate, medical staff, sister community, and community relations and ensures that the services provided are responsive to the community's health needs and integral to the achievement of the CHRISTUS Health mission and vision. Responsibilities: Overall operations of the acute-care facility; incorporates the mission, and vision of the facility into the culture of the facility. Working with system management to develop and implement policies and procedures, short- and long-range goals, objectives and plans. Develop and provide a strong leadership team of hospital managers, directors and officers that will enroll support, create ownership of goals, and encourage active participate in decisions that impact the hospital. Ensuring the hospital meets necessary regulatory and compliance approvals and quality accreditations in conjunction with the hospital's Chief Nursing Officer. Partnering with physicians who use, or will use, the hospital; taking a leadership role in the recruiting and retention of physicians. Assisting in planning new services that generate additional sources of profitable revenue. Managing costs by continually seeking data that will identify opportunities and take action to eliminate non-value costs in conjunction with the hospital's Controller and Chief Nursing Officer. Developing and maintaining positive relations with community that the hospital is located as well as the community leaders. Analyzing areas in planning, promoting and conducting organization-wide performance improvement activities. Representing the hospital at meetings including medical staff, hospital board of director meetings as well as relevant community meetings; participates with leaders in designing and providing patient care and services. Oversees overall standards, policies and objectives for the clinical and administrative functional areas in accordance with applicable regulatory and licensing requirements; ensures alignment and support with overall mission, goals and objectives. Support risk management and participate in programs directed to patient and employee safety. Objectively evaluate suggestions, grievances and processes to identify opportunities to improve performance and quality of care. Participate and support the Quality Management Program and review reports and recommendations for evaluation. Support the Chief Nursing Officer in enforcing the implementation of nursing practice standards to provide quality patient care. Serve as Sections 504/1557 Compliance Coordinator and is responsible for monitoring and implementing the facility's compliance with federal laws prohibiting discrimination. Reviews best practices and utilizes networking activities to identify and keep up-to-date on issues and advancements in the healthcare industry (maintain membership in professional organizations, attend and participate in professional meetings). Serves as the facility Compliance Officer. Ensures the facility meets necessary compliance with codes, standards, and regulations including but not limited to those of local, state, and federal authorities, DNV, OSHA , quality accreditations, fiscal requirements. Acts as the leader of the Medical Staff office of the facility. Identifies and oversees the process for credentialing all facility medical staff. Works collaboratively with the Chief Medical Officer. Comply with facility Standards of Behavior and complete all required education assignments within the designated timeline Identify and evaluate need for items relative to trends and physician requests. Present physician requests for equipment or instruments that have not been approved as part of the Center's capital asset budget. Adhere to purchasing policies for capital assets and excessive cost items. Requirements: Master's degree in Business Administration, Healthcare Administration, or related healthcare field preferred, OR bachelor's degree in Nursing with ten plus years in healthcare management. Clinical degree a plus. Minimum 5 years in Senior Management position. Minimum 5 years healthcare management experience Work Schedule: 8AM - 5PM Monday-Friday Work Type: Full Time
12/03/2025
Full time
Description Summary: The President Ambulatory provides leadership and management for a health care center within a CHRISTUS region. The President is responsible for promoting the CHRISTUS Health mission, core values and vision and for operational effectiveness and quality of care and service for the health care center. In addition, the President is responsible for the Associate, medical staff, sister community, and community relations and ensures that the services provided are responsive to the community's health needs and integral to the achievement of the CHRISTUS Health mission and vision. Responsibilities: Overall operations of the acute-care facility; incorporates the mission, and vision of the facility into the culture of the facility. Working with system management to develop and implement policies and procedures, short- and long-range goals, objectives and plans. Develop and provide a strong leadership team of hospital managers, directors and officers that will enroll support, create ownership of goals, and encourage active participate in decisions that impact the hospital. Ensuring the hospital meets necessary regulatory and compliance approvals and quality accreditations in conjunction with the hospital's Chief Nursing Officer. Partnering with physicians who use, or will use, the hospital; taking a leadership role in the recruiting and retention of physicians. Assisting in planning new services that generate additional sources of profitable revenue. Managing costs by continually seeking data that will identify opportunities and take action to eliminate non-value costs in conjunction with the hospital's Controller and Chief Nursing Officer. Developing and maintaining positive relations with community that the hospital is located as well as the community leaders. Analyzing areas in planning, promoting and conducting organization-wide performance improvement activities. Representing the hospital at meetings including medical staff, hospital board of director meetings as well as relevant community meetings; participates with leaders in designing and providing patient care and services. Oversees overall standards, policies and objectives for the clinical and administrative functional areas in accordance with applicable regulatory and licensing requirements; ensures alignment and support with overall mission, goals and objectives. Support risk management and participate in programs directed to patient and employee safety. Objectively evaluate suggestions, grievances and processes to identify opportunities to improve performance and quality of care. Participate and support the Quality Management Program and review reports and recommendations for evaluation. Support the Chief Nursing Officer in enforcing the implementation of nursing practice standards to provide quality patient care. Serve as Sections 504/1557 Compliance Coordinator and is responsible for monitoring and implementing the facility's compliance with federal laws prohibiting discrimination. Reviews best practices and utilizes networking activities to identify and keep up-to-date on issues and advancements in the healthcare industry (maintain membership in professional organizations, attend and participate in professional meetings). Serves as the facility Compliance Officer. Ensures the facility meets necessary compliance with codes, standards, and regulations including but not limited to those of local, state, and federal authorities, DNV, OSHA , quality accreditations, fiscal requirements. Acts as the leader of the Medical Staff office of the facility. Identifies and oversees the process for credentialing all facility medical staff. Works collaboratively with the Chief Medical Officer. Comply with facility Standards of Behavior and complete all required education assignments within the designated timeline Identify and evaluate need for items relative to trends and physician requests. Present physician requests for equipment or instruments that have not been approved as part of the Center's capital asset budget. Adhere to purchasing policies for capital assets and excessive cost items. Requirements: Master's degree in Business Administration, Healthcare Administration, or related healthcare field preferred, OR bachelor's degree in Nursing with ten plus years in healthcare management. Clinical degree a plus. Minimum 5 years in Senior Management position. Minimum 5 years healthcare management experience Work Schedule: 8AM - 5PM Monday-Friday Work Type: Full Time
Commercial Relationship Manager
Fresno First Bank Bakersfield, California
Description: Who We Are: FFB, a dynamic and acclaimed single-branch bank born in the heart of Fresno, CA in 2005, is on a mission to redefine the banking experience. Our commitment to delivering top-notch banking services has propelled us to the forefront of the industry, earning us accolades and recognition. At FFB, we recognize the uniqueness of each individual who walks through our doors, and our dedicated team strives to craft personalized banking solutions that cater to their distinct needs. What sets FFB apart is not just our Fresno roots but the diverse talents that make up our team, hailing from every corner of the country. We firmly believe that our people are our greatest strength, and we're constantly on the lookout for ambitious and passionate individuals who align with FFB's vision, regardless of their location. If you're ready to be part of a winning team and contribute to our ongoing success story, we invite you to apply and join the FFB family! Recent Achievements Speak Louder Than Words: 2024 & 2025 - American Banker - Top Performing Publicly Traded Bank with under $2b in assets 2023 - American Banker - "Top 5" Community Bank in the Country 2023 - OTCQX - Best 50 Companies 2023 - 5-star Rating Bauer Financial What You Should Expect While Working at FFB: Company ownership through our Employee Stock Ownership Program (ESOP) A friendly, close-Knit work culture that encourages growth Opportunities to Participate in Community Networking Events Benefits Package o Medical/Dental/Vision o Life Insurance o Paid Vacation o 401(k) Retirement Plan o Training & Development o Tuition Reimbursement o Employee Assistance Program o Internal Job Posting & Referral Program Ideal Candidate: FFB prides itself on its core values of Teamwork, Relationship, Authenticity, and Commitment (TRAC). We expect that our team members will reflect these values in the workplace in various ways: Teamwork - We collaborate, hold each other accountable, and win together. Relationship - We are trustworthy, transparent, and respectful. Authentic - We are humble, vulnerable, and we speak up. Commitment - We are owners Be hungry, responsive, and have a sense of urgency. About the Position: The Commercial Relationship Manager is responsible for soliciting, negotiating, underwriting, and coordinating the closing of equipment, commercial building and business loans in compliance with the Bank's lending policies and procedures; develops business checking and deposit relationships with customers; and promotes business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. 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 opportunities. Uses CRM systems to track interactions, update customer records, and manage pipeline activity. Interviews prospective applicants and requests specified information related to loan or credit application; corresponds or re-interviews applicants to resolve questions regarding application information. Performs pre-qualification assessment and analysis of financial condition and risk of financing requests within framework of Bank credit culture and current economic and industry trends. Gathers and analyzes all information necessary to present a financing request to Senior Management or Loan Committee for approval; meets with existing or potential customers; visits sites of loans; negotiates loan terms and conditions. Coordinates processing of approved loans; ensures loans are processed according to agreement, customer needs and conform to Bank lending policies; obtains sufficient information and/or documentation from customers; solves problems relative to processing and servicing of loans within his or her portfolio; approves loan disbursements in accordance with agreements. Ensures that credit inquiries and UCC filings are researched to determine credit worthiness and appropriate collateral positioning are achieved. Ensures that certification or deletion of collateral is made by the appropriate personnel. Negotiates, underwrites, and processes renewals of credit facilities. Approves loan payments, draws from lines of credit, and fund transfers within specified limits. Authorizes commitment, engagement, auction, and decline letters. Contributes to the overall profitability of the branch and region; implements costs controls, income generation, and branch and region marketing efforts; monitors expenses to ensure compliance with budget. Verifies funds with mortgage companies and contractors. Develops and maintains knowledge of financial industry, economy, market conditions, rates, vendors and competition. Represents the Bank in various community, civic, and community reinvestment functions to further enhance the Bank's image and develop additional business; assists the Bank in establishing and maintaining market position in the financing arena. Reviews NSF and overdraft reports for customers assigned within his or her portfolio; approves or declines such exceptions within established lending limits. Provides deposit and loan account ratings. Updates and corresponds with legal counsel and collectors on workouts, bankruptcies, and charge-offs to ensure all possible precautionary actions or measures are taken. Responsible for achieving annual deposit and loan growth goals assigned by Senior Management. Provides leadership and training to less experienced loan officers and other staff members. 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 required; relevant field preferred (e.g., Business, Finance, or related). Minimum 5 years of related experience in banking, financial services, or relevant industry required. Proficiency with Microsoft Office Suite (Excel, Word, Outlook) required. Experienced in growing marketing and business development expertise through direct customer engagement. Advanced math skills: ability to calculate interest, commissions, proportions, and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs. Demonstrated ability to cross-sell and explain all products and services with confidence and authority. Knowledge of commercial banking products and services and a 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. Proficient teamwork and relationship skills to contribute to cross-functional collaboration and team success. 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. . click apply for full job details
12/03/2025
Full time
Description: Who We Are: FFB, a dynamic and acclaimed single-branch bank born in the heart of Fresno, CA in 2005, is on a mission to redefine the banking experience. Our commitment to delivering top-notch banking services has propelled us to the forefront of the industry, earning us accolades and recognition. At FFB, we recognize the uniqueness of each individual who walks through our doors, and our dedicated team strives to craft personalized banking solutions that cater to their distinct needs. What sets FFB apart is not just our Fresno roots but the diverse talents that make up our team, hailing from every corner of the country. We firmly believe that our people are our greatest strength, and we're constantly on the lookout for ambitious and passionate individuals who align with FFB's vision, regardless of their location. If you're ready to be part of a winning team and contribute to our ongoing success story, we invite you to apply and join the FFB family! Recent Achievements Speak Louder Than Words: 2024 & 2025 - American Banker - Top Performing Publicly Traded Bank with under $2b in assets 2023 - American Banker - "Top 5" Community Bank in the Country 2023 - OTCQX - Best 50 Companies 2023 - 5-star Rating Bauer Financial What You Should Expect While Working at FFB: Company ownership through our Employee Stock Ownership Program (ESOP) A friendly, close-Knit work culture that encourages growth Opportunities to Participate in Community Networking Events Benefits Package o Medical/Dental/Vision o Life Insurance o Paid Vacation o 401(k) Retirement Plan o Training & Development o Tuition Reimbursement o Employee Assistance Program o Internal Job Posting & Referral Program Ideal Candidate: FFB prides itself on its core values of Teamwork, Relationship, Authenticity, and Commitment (TRAC). We expect that our team members will reflect these values in the workplace in various ways: Teamwork - We collaborate, hold each other accountable, and win together. Relationship - We are trustworthy, transparent, and respectful. Authentic - We are humble, vulnerable, and we speak up. Commitment - We are owners Be hungry, responsive, and have a sense of urgency. About the Position: The Commercial Relationship Manager is responsible for soliciting, negotiating, underwriting, and coordinating the closing of equipment, commercial building and business loans in compliance with the Bank's lending policies and procedures; develops business checking and deposit relationships with customers; and promotes business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. 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 opportunities. Uses CRM systems to track interactions, update customer records, and manage pipeline activity. Interviews prospective applicants and requests specified information related to loan or credit application; corresponds or re-interviews applicants to resolve questions regarding application information. Performs pre-qualification assessment and analysis of financial condition and risk of financing requests within framework of Bank credit culture and current economic and industry trends. Gathers and analyzes all information necessary to present a financing request to Senior Management or Loan Committee for approval; meets with existing or potential customers; visits sites of loans; negotiates loan terms and conditions. Coordinates processing of approved loans; ensures loans are processed according to agreement, customer needs and conform to Bank lending policies; obtains sufficient information and/or documentation from customers; solves problems relative to processing and servicing of loans within his or her portfolio; approves loan disbursements in accordance with agreements. Ensures that credit inquiries and UCC filings are researched to determine credit worthiness and appropriate collateral positioning are achieved. Ensures that certification or deletion of collateral is made by the appropriate personnel. Negotiates, underwrites, and processes renewals of credit facilities. Approves loan payments, draws from lines of credit, and fund transfers within specified limits. Authorizes commitment, engagement, auction, and decline letters. Contributes to the overall profitability of the branch and region; implements costs controls, income generation, and branch and region marketing efforts; monitors expenses to ensure compliance with budget. Verifies funds with mortgage companies and contractors. Develops and maintains knowledge of financial industry, economy, market conditions, rates, vendors and competition. Represents the Bank in various community, civic, and community reinvestment functions to further enhance the Bank's image and develop additional business; assists the Bank in establishing and maintaining market position in the financing arena. Reviews NSF and overdraft reports for customers assigned within his or her portfolio; approves or declines such exceptions within established lending limits. Provides deposit and loan account ratings. Updates and corresponds with legal counsel and collectors on workouts, bankruptcies, and charge-offs to ensure all possible precautionary actions or measures are taken. Responsible for achieving annual deposit and loan growth goals assigned by Senior Management. Provides leadership and training to less experienced loan officers and other staff members. 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 required; relevant field preferred (e.g., Business, Finance, or related). Minimum 5 years of related experience in banking, financial services, or relevant industry required. Proficiency with Microsoft Office Suite (Excel, Word, Outlook) required. Experienced in growing marketing and business development expertise through direct customer engagement. Advanced math skills: ability to calculate interest, commissions, proportions, and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs. Demonstrated ability to cross-sell and explain all products and services with confidence and authority. Knowledge of commercial banking products and services and a 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. Proficient teamwork and relationship skills to contribute to cross-functional collaboration and team success. 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. . click apply for full job details
Heritage Bank
Credit Review Officer/Credit Review Officer Senior (On-site)
Heritage Bank Portland, Oregon
Heritage Bank has an exciting opportunity to join our organization! We are seeking a Credit Review Officer/Senior to join our Credit Review team. The credit review officer is responsible for the independent review and objective appraisals of the Bank's loan portfolio and related risk management activities to ensure that acceptable credit standards are maintained, and loans and related documentation adhere to the Bank's policies, procedures, guidelines, and regulatory requirements. Geographical location for this position is Tacoma, Washington at the Southern Operations Center. Depending on experience and qualifications, other locations within Heritage Bank's footprint (WA, OR, ID) may be considered. This position is fully on-site in either Washington, Idaho, or Oregon. Depending on qualifications and experience, Credit Review Officer or Credit Review Officer Senior may be considered.Base Salary Range: Credit Review Officer -$83,370.00 - $104,213.00 - $125,055.00 annual Credit Review Officer Senior-$100,884.00 - $126,105.00 -$151,326.00 annual The Role at a Glance: Participates in the evaluation of the bank's asset quality, assessing adherence with lending and portfolio policy, loan approvals, and evaluating and reporting on risk rating integrity. Performs regular credit reviews, ensuring loans adhere to general loan policy and regulatory guidelines. Assesses the accuracy of risk grades, timeliness of grade changes, justification of rationale, and adherence to bank policy for risk grading methodology. Prepares independent analysis and supporting documentation for loan reviews. Prepares reports summarizing portfolio quality and risk issues with recommended corrective action. Participates in the loan review process; makes recommendations to management to optimize the loan review program, as needed. Assists in the development and scope of the internal loan review process, including risk-based sampling of the loan portfolios, and coordinates with outsourced loan reviews. Prepares reports and work papers recapping discussions with loan officers and business unit management, and/or other functional areas under review to present risk issue findings and secure commitments for resolution of areas in question. Performs continuous monitoring of key business unit credit related activities and effectively documents and communicates findings to management. Maintains strong relevant knowledge of key legal, compliance, and market-risk issues involved in credit related activities. Promotes and maintains positive relationships with unit managers and staff; provides information and assistance when appropriate. Assists with site coordination and logistics for outside vendors, contractors, and staff performing third party commercial loan reviews. Performs continuous monitoring of key business unit credit related activities and effectively documents and communicates findings to management. Monitors assigned portfolios to evaluate proper coverage and assessment of risk on an ongoing basis. Maintains an independent viewpoint derived from fact-based analysis and patterns of performance. Core Skills and Qualifications: H.S. Diploma or equivalent required. Bachelor's Degree in Business, Economics, Accounting, Finance or relevant course of study preferred. Credit Review Officer -3+ years recent experience in commercial lending, credit/loan review and/or similar position requiring strong business knowledge and credit judgment required. Credit Review Officer Senior -7+ years recent experience in commercial loan review, underwriting, credit risk, or portfolio management in a mid to large size commercial bank, demonstrating advanced business knowledge and credit judgment required. Professional credentials as a (CRC) Credit Risk Certification, (CIA) Certified Internal Auditor, (FRM) Financial Risk Manager or other risk credentials preferred. Pacific Coast Banking School Graduate or equivalent preferred. Equivalent combination of education, training and experience in portfolio management, loan audit and/or credit risk may be considered. Demonstrated ability to deliver exceptional customer service and maintain client relationships, both internally and externally. Business and financial analysis and modeling skills, with understanding of financial accounting, income statements, balance sheets, etc., requiring the ability to gather, analyze and prepare reports. Working knowledge of lending practices, policies, procedures, disclosures, and terminology related to banking laws, regulatory requirements. and legal documents. Understanding of the Bank's credit underwriting policies and approval process. Technical and analytical reasoning skills to synthesize information accurately and effectively to understand and interpret regulatory requirements and appropriately apply principles, procedures, requirements, regulations, and policies to the position. Well-developed interpersonal and written/verbal communication skills demonstrating the ability to communicate effectively, clearly and persuasively in a variety of settings, formats, and audiences; with the ability to read, write, speak, and understand English well. Strong planning, organizational, time management and follow up skills, demonstrating a strong sense of urgency and ability to execute quickly, timely and efficiently. Ability to multi-task and decide key priorities with confidence, motivation, decisiveness, flexibility, and sound business judgment. Unquestionable integrity in handling sensitive and confidential information required. Proficient use and understanding of MS Office products (Word, Excel, Outlook), with the ability to learn and adapt to new technologies quickly. Working knowledge of automated underwriting and financial systems - required. Work Environment/Conditions: Climate controlled office environment. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions, and frequent employee and customer contacts and interruptions during the day. Work requires regular attendance, punctuality and adherence to agreed-upon schedule with willingness to work a flexible and/or rotating schedule and or extended hours, and assist at other locations or remotely, as needed. Physical Demands/Effort: Work may involve the constant use of computer screens, reading of reports, and sitting throughout the day. Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner and facsimile which often requires dexterity of hands and fingers with repetitive wrist and hand motion. Typically sitting at a desk or table; intermittently standing, stooping, bending at the waist, walking, climbing, kneeling or crouching to file materials Occasional lifting up to 10 lbs. (files, boxes, etc.). At Heritage Bank, we work hard, but we also know how important it is to take time off to stay healthy, relax, and spend time doing what makes your heart happy! As part of our team, you'll enjoy a total rewards package, which includes base salary based on the role, experience, and skill set, along with an exceptional benefits package (medical, dental, vision, life insurance, 401(k), community volunteer time), and generous time off policy. Full-time team members receive a minimum of 10 paid vacation days annually and eight hours of paid sick leave per month , while also enjoying 11 paid holidays each calendar year, and an annual float day. Heritage Bank is an Equal Opportunity EmployerSalary Range Disclaimer The base salary range represents Heritage Bank's current salary range for the position. Actual salaries will vary depending on factors including, but not limited to, qualifications, experience, and job performance. The range listed is just one component of Heritage Bank's total compensation package for full time and part time employees. Depending on position, other total compensation rewards may include, monthly, quarterly or annual incentive, and/or bonuses. mon
12/03/2025
Full time
Heritage Bank has an exciting opportunity to join our organization! We are seeking a Credit Review Officer/Senior to join our Credit Review team. The credit review officer is responsible for the independent review and objective appraisals of the Bank's loan portfolio and related risk management activities to ensure that acceptable credit standards are maintained, and loans and related documentation adhere to the Bank's policies, procedures, guidelines, and regulatory requirements. Geographical location for this position is Tacoma, Washington at the Southern Operations Center. Depending on experience and qualifications, other locations within Heritage Bank's footprint (WA, OR, ID) may be considered. This position is fully on-site in either Washington, Idaho, or Oregon. Depending on qualifications and experience, Credit Review Officer or Credit Review Officer Senior may be considered.Base Salary Range: Credit Review Officer -$83,370.00 - $104,213.00 - $125,055.00 annual Credit Review Officer Senior-$100,884.00 - $126,105.00 -$151,326.00 annual The Role at a Glance: Participates in the evaluation of the bank's asset quality, assessing adherence with lending and portfolio policy, loan approvals, and evaluating and reporting on risk rating integrity. Performs regular credit reviews, ensuring loans adhere to general loan policy and regulatory guidelines. Assesses the accuracy of risk grades, timeliness of grade changes, justification of rationale, and adherence to bank policy for risk grading methodology. Prepares independent analysis and supporting documentation for loan reviews. Prepares reports summarizing portfolio quality and risk issues with recommended corrective action. Participates in the loan review process; makes recommendations to management to optimize the loan review program, as needed. Assists in the development and scope of the internal loan review process, including risk-based sampling of the loan portfolios, and coordinates with outsourced loan reviews. Prepares reports and work papers recapping discussions with loan officers and business unit management, and/or other functional areas under review to present risk issue findings and secure commitments for resolution of areas in question. Performs continuous monitoring of key business unit credit related activities and effectively documents and communicates findings to management. Maintains strong relevant knowledge of key legal, compliance, and market-risk issues involved in credit related activities. Promotes and maintains positive relationships with unit managers and staff; provides information and assistance when appropriate. Assists with site coordination and logistics for outside vendors, contractors, and staff performing third party commercial loan reviews. Performs continuous monitoring of key business unit credit related activities and effectively documents and communicates findings to management. Monitors assigned portfolios to evaluate proper coverage and assessment of risk on an ongoing basis. Maintains an independent viewpoint derived from fact-based analysis and patterns of performance. Core Skills and Qualifications: H.S. Diploma or equivalent required. Bachelor's Degree in Business, Economics, Accounting, Finance or relevant course of study preferred. Credit Review Officer -3+ years recent experience in commercial lending, credit/loan review and/or similar position requiring strong business knowledge and credit judgment required. Credit Review Officer Senior -7+ years recent experience in commercial loan review, underwriting, credit risk, or portfolio management in a mid to large size commercial bank, demonstrating advanced business knowledge and credit judgment required. Professional credentials as a (CRC) Credit Risk Certification, (CIA) Certified Internal Auditor, (FRM) Financial Risk Manager or other risk credentials preferred. Pacific Coast Banking School Graduate or equivalent preferred. Equivalent combination of education, training and experience in portfolio management, loan audit and/or credit risk may be considered. Demonstrated ability to deliver exceptional customer service and maintain client relationships, both internally and externally. Business and financial analysis and modeling skills, with understanding of financial accounting, income statements, balance sheets, etc., requiring the ability to gather, analyze and prepare reports. Working knowledge of lending practices, policies, procedures, disclosures, and terminology related to banking laws, regulatory requirements. and legal documents. Understanding of the Bank's credit underwriting policies and approval process. Technical and analytical reasoning skills to synthesize information accurately and effectively to understand and interpret regulatory requirements and appropriately apply principles, procedures, requirements, regulations, and policies to the position. Well-developed interpersonal and written/verbal communication skills demonstrating the ability to communicate effectively, clearly and persuasively in a variety of settings, formats, and audiences; with the ability to read, write, speak, and understand English well. Strong planning, organizational, time management and follow up skills, demonstrating a strong sense of urgency and ability to execute quickly, timely and efficiently. Ability to multi-task and decide key priorities with confidence, motivation, decisiveness, flexibility, and sound business judgment. Unquestionable integrity in handling sensitive and confidential information required. Proficient use and understanding of MS Office products (Word, Excel, Outlook), with the ability to learn and adapt to new technologies quickly. Working knowledge of automated underwriting and financial systems - required. Work Environment/Conditions: Climate controlled office environment. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions, and frequent employee and customer contacts and interruptions during the day. Work requires regular attendance, punctuality and adherence to agreed-upon schedule with willingness to work a flexible and/or rotating schedule and or extended hours, and assist at other locations or remotely, as needed. Physical Demands/Effort: Work may involve the constant use of computer screens, reading of reports, and sitting throughout the day. Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner and facsimile which often requires dexterity of hands and fingers with repetitive wrist and hand motion. Typically sitting at a desk or table; intermittently standing, stooping, bending at the waist, walking, climbing, kneeling or crouching to file materials Occasional lifting up to 10 lbs. (files, boxes, etc.). At Heritage Bank, we work hard, but we also know how important it is to take time off to stay healthy, relax, and spend time doing what makes your heart happy! As part of our team, you'll enjoy a total rewards package, which includes base salary based on the role, experience, and skill set, along with an exceptional benefits package (medical, dental, vision, life insurance, 401(k), community volunteer time), and generous time off policy. Full-time team members receive a minimum of 10 paid vacation days annually and eight hours of paid sick leave per month , while also enjoying 11 paid holidays each calendar year, and an annual float day. Heritage Bank is an Equal Opportunity EmployerSalary Range Disclaimer The base salary range represents Heritage Bank's current salary range for the position. Actual salaries will vary depending on factors including, but not limited to, qualifications, experience, and job performance. The range listed is just one component of Heritage Bank's total compensation package for full time and part time employees. Depending on position, other total compensation rewards may include, monthly, quarterly or annual incentive, and/or bonuses. mon
Treasury Relationship Manager
Fresno First Bank Cerritos, California
Description: Who We Are: FFB, a dynamic and acclaimed single-branch bank born in the heart of Fresno, CA in 2005, is on a mission to redefine the banking experience. Our commitment to delivering top-notch banking services has propelled us to the forefront of the industry, earning us accolades and recognition. At FFB, we recognize the uniqueness of each individual who walks through our doors, and our dedicated team strives to craft personalized banking solutions that cater to their distinct needs. What sets FFB apart is not just our Fresno roots but the diverse talents that make up our team, hailing from every corner of the country. We firmly believe that our people are our greatest strength, and we're constantly on the lookout for ambitious and passionate individuals who align with FFB's vision, regardless of their location. If you're ready to be part of a winning team and contribute to our ongoing success story, we invite you to apply and join the FFB family! Recent Achievements Speak Louder Than Words: 2024 & 2025 - American Banker - Top Performing Publicly Traded Bank with under $2b in assets 2023 - American Banker - "Top 5" Community Bank in the Country 2023 - OTCQX - Best 50 Companies 2023 - 5-star Rating Bauer Financial What You Should Expect While Working at FFB: Company ownership through our Employee Stock Ownership Program (ESOP) A friendly, close-Knit work culture that encourages growth Opportunities to Participate in Community Networking Events Benefits Package o Medical/Dental/Vision o Life Insurance o Paid Vacation o 401(k) Retirement Plan o Training & Development o Tuition Reimbursement o Employee Assistance Program o Internal Job Posting & Referral Program Ideal Candidate: FFB prides itself on its core values of Teamwork, Relationship, Authenticity, and Commitment (TRAC). We expect that our team members will reflect these values in the workplace in various ways: Teamwork - We collaborate, hold each other accountable, and win together. Relationship - We are trustworthy, transparent, and respectful. Authentic - We are humble, vulnerable, and we speak up. Commitment - We are owners Be hungry, responsive, and have a sense of urgency. About the Position: The Treasury Relationship Manager is responsible for developing new and existing deposit relationships for the Southern California market of small to medium-sized businesses and business professionals. In addition, this person is responsible for attaining established individual, department, and Bank goals through active participation in sales management and other bank programs. This position will provide a superior level of customer relations and service, ensuring compliance with Bank policies and procedures. 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. Drives Depository and Treasury Management growth opportunities by building and maintaining a portfolio of small to medium-sized businesses, utilizing a consultative approach to selling Treasury Management products. Demonstrates depth of product knowledge across Treasury Management systems and platforms. Maintains strong knowledge of risk management and regulatory compliance. Reinforces the application of superior customer service by example along with appropriate follow-through with involved customers and staff. Engages in business development activities and solicitation of new business prospects in the Southern California; participates in community affairs, business and service organizations, including public speaking; and actively promotes a positive sales environment through education on the Bank's products and services. Meets with customers to assess needs, recommend appropriate Bank services, and resolve issues; monitors significant changes in existing customer status; assists in organizing departmental resources for optimal performance; and reviews marketing strategies in alignment with departmental and Bank goals, recommending adjustments as needed. Cross selling other Bank products and services, referring customers to appropriate staff as indicated. Assists in the assurance of audit compliance and procedure quality control for the department and recommend and initiates corrective actions to the Business Development Manager. Contributes to the overall profitability of the Bank; assists in the implementation of cost controls, income generation, and department marketing efforts. Assists other officers in resolving inquiries and providing support; participate in various internal committees assigned by senior management. Ensures implementation and compliance to meet security precautions and protect customer deposits, bank assets and staff. Participates in the day-to-day operations for the department as directed, review and act on daily reports. Maintains an advanced knowledge of financial industry status and trends. Responds to inquiries or refers inquiries to the appropriate department or person and exhibits the necessary follow-through with customers and/or staff involved. Provides supervision and support to all areas of the department where service or assistance is needed. Assists in implementing cost controls for the department and monitoring expenses to ensure compliance with budget. Consistently apply superior decision-making techniques pertaining to inquiries, approvals, and requests as they apply to existing policies and procedures, keeping within assigned approval limits and using these instances as learning tools for employee development. Assumes responsibility for special projects; gather data and prepare reports for Senior Management, audit, and other personnel. Solves and answers complex customer transactions, problems, or inquiries. Operates computer terminal or personal computer to process account activity, determine balances and resolve problems within given authority. Answer questions and directs callers to proper Bank personnel. 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: Must reside in Southern California and established in the market. Bachelor's degree from an accredited college or university required; relevant field preferred (e.g., Business, Finance, or related). Minimum 6-10 years of experience in commercial banking, with at least 3-5 years in a business development or sales role 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 . click apply for full job details
12/03/2025
Full time
Description: Who We Are: FFB, a dynamic and acclaimed single-branch bank born in the heart of Fresno, CA in 2005, is on a mission to redefine the banking experience. Our commitment to delivering top-notch banking services has propelled us to the forefront of the industry, earning us accolades and recognition. At FFB, we recognize the uniqueness of each individual who walks through our doors, and our dedicated team strives to craft personalized banking solutions that cater to their distinct needs. What sets FFB apart is not just our Fresno roots but the diverse talents that make up our team, hailing from every corner of the country. We firmly believe that our people are our greatest strength, and we're constantly on the lookout for ambitious and passionate individuals who align with FFB's vision, regardless of their location. If you're ready to be part of a winning team and contribute to our ongoing success story, we invite you to apply and join the FFB family! Recent Achievements Speak Louder Than Words: 2024 & 2025 - American Banker - Top Performing Publicly Traded Bank with under $2b in assets 2023 - American Banker - "Top 5" Community Bank in the Country 2023 - OTCQX - Best 50 Companies 2023 - 5-star Rating Bauer Financial What You Should Expect While Working at FFB: Company ownership through our Employee Stock Ownership Program (ESOP) A friendly, close-Knit work culture that encourages growth Opportunities to Participate in Community Networking Events Benefits Package o Medical/Dental/Vision o Life Insurance o Paid Vacation o 401(k) Retirement Plan o Training & Development o Tuition Reimbursement o Employee Assistance Program o Internal Job Posting & Referral Program Ideal Candidate: FFB prides itself on its core values of Teamwork, Relationship, Authenticity, and Commitment (TRAC). We expect that our team members will reflect these values in the workplace in various ways: Teamwork - We collaborate, hold each other accountable, and win together. Relationship - We are trustworthy, transparent, and respectful. Authentic - We are humble, vulnerable, and we speak up. Commitment - We are owners Be hungry, responsive, and have a sense of urgency. About the Position: The Treasury Relationship Manager is responsible for developing new and existing deposit relationships for the Southern California market of small to medium-sized businesses and business professionals. In addition, this person is responsible for attaining established individual, department, and Bank goals through active participation in sales management and other bank programs. This position will provide a superior level of customer relations and service, ensuring compliance with Bank policies and procedures. 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. Drives Depository and Treasury Management growth opportunities by building and maintaining a portfolio of small to medium-sized businesses, utilizing a consultative approach to selling Treasury Management products. Demonstrates depth of product knowledge across Treasury Management systems and platforms. Maintains strong knowledge of risk management and regulatory compliance. Reinforces the application of superior customer service by example along with appropriate follow-through with involved customers and staff. Engages in business development activities and solicitation of new business prospects in the Southern California; participates in community affairs, business and service organizations, including public speaking; and actively promotes a positive sales environment through education on the Bank's products and services. Meets with customers to assess needs, recommend appropriate Bank services, and resolve issues; monitors significant changes in existing customer status; assists in organizing departmental resources for optimal performance; and reviews marketing strategies in alignment with departmental and Bank goals, recommending adjustments as needed. Cross selling other Bank products and services, referring customers to appropriate staff as indicated. Assists in the assurance of audit compliance and procedure quality control for the department and recommend and initiates corrective actions to the Business Development Manager. Contributes to the overall profitability of the Bank; assists in the implementation of cost controls, income generation, and department marketing efforts. Assists other officers in resolving inquiries and providing support; participate in various internal committees assigned by senior management. Ensures implementation and compliance to meet security precautions and protect customer deposits, bank assets and staff. Participates in the day-to-day operations for the department as directed, review and act on daily reports. Maintains an advanced knowledge of financial industry status and trends. Responds to inquiries or refers inquiries to the appropriate department or person and exhibits the necessary follow-through with customers and/or staff involved. Provides supervision and support to all areas of the department where service or assistance is needed. Assists in implementing cost controls for the department and monitoring expenses to ensure compliance with budget. Consistently apply superior decision-making techniques pertaining to inquiries, approvals, and requests as they apply to existing policies and procedures, keeping within assigned approval limits and using these instances as learning tools for employee development. Assumes responsibility for special projects; gather data and prepare reports for Senior Management, audit, and other personnel. Solves and answers complex customer transactions, problems, or inquiries. Operates computer terminal or personal computer to process account activity, determine balances and resolve problems within given authority. Answer questions and directs callers to proper Bank personnel. 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: Must reside in Southern California and established in the market. Bachelor's degree from an accredited college or university required; relevant field preferred (e.g., Business, Finance, or related). Minimum 6-10 years of experience in commercial banking, with at least 3-5 years in a business development or sales role 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 . click apply for full job details

Modal Window

  • Blog
  • Contact
  • About Us
  • Terms & Conditions
  • Privacy
  • Employer
  • Post a Job
  • Search Resumes
  • Sign in
  • Job Seeker
  • Find Jobs
  • Create Resume
  • Sign in
  • Facebook
  • Twitter
  • Instagram
  • Pinterest
  • Youtube
Parent and Partner sites: IT Job Board | Search Jobs Near Me | RightTalent.co.uk | Quantity Surveyor jobs | Building Surveyor jobs | Construction Recruitment | Talent Recruiter | London Jobs | Property jobs
© 2008-2025 My Jobs Near Me