Financial Services Representative - Trenton NJ Altra Federal Credit Union is a member-focused financial institution dedicated to delivering exceptional service and financial solutions. We are seeking a motivated and professional Financial Services Representative (FSR) to join our team inside the Trane Technologies plant in Trenton, NJ. This role will combine financial service responsibilities with member service duties in a cashless office environment. The Financial Services Representative serves as the face of our credit union. This position is primarily a lending position but will be required to assist members, as needed, with their financial needs and ensuring a positive experience. This is a dual role that requires comprehensive product knowledge. The candidate must possess excellent service skills to support members on-site. Key Responsibilities Provide account services to members, including opening new accounts, processing transactions, electronic banking, and answering inquiries from members. Analyze members' needs and recommend suitable solutions, such as loans, savings accounts, credit cards, and investment options. Deliver exceptional service while educating members about financial tools and services that can help them reach their financial goals. Promote credit union products and services through conversations. Provide Notary services. Ensure compliance with all policies, procedures, and regulations. Serve as a liaison between members and the credit union, supporting overall branch operations. Qualifications High school diploma (or equivalent) required. 1+ year of banking, financial services, customer service or retail experience is required. Lending and sales experience would be helpful and preferred. Skills & Abilities Strong knowledge of credit union products, lending processes, and digital banking tools. Attention to detail and accuracy. Excellent communication and interpersonal skills. Bilingual (English / Spanish / Hmong) skills are strongly encouraged to support and better serve our diverse membership. Availability This position is 40- hours a week, Monday through Friday. Typical hours are 7:30 a.m. to 3:30 p.m. EST. Will require some flexibility within these hours, as needed. Pay and Benefits Competitive starting hourly pay of $20.03+, based on previous experience and participation in a monthly incentive plan. When bilingual in Spanish or Hmong, receive a $1.00 / hour pay premium after completing and passing the language exam. Comprehensive benefits package that includes medical / dental / vision coverage, group life insurance, and supplemental life insurance options. Up to a 6% Employer-matched 401(k) + additional 3% employer contribution. Two-weeks paid sabbatical every five years worked, plus four-week paid sabbatical at twenty years! Paid time off, volunteer time off, and your birthday off (paid)! Employee-only perks and discounts At Altra Federal Credit Union, you'll be part of a team that values people over profits and puts members at the heart of everything we do. We believe in creating a supportive and collaborative workplace where employees are empowered to grow, develop their careers, and make a real impact in the lives of others. By joining Altra, you'll not only gain the opportunity to build meaningful relationships with members and coworkers, but you'll also be contributing to a mission-driven organization that is dedicated to improving the financial well-being of our members and the communities we serve. Altra is proud to be a Great Place to Work certified company seven years in a row; 92% of our employees say Altra is a great place to work! At Altra, we invest in each other and work together to make a difference in the communities we serve and to help people live their best life! Compensation details: 20.38-20.38 Hourly Wage PI6fc826d80ccd-4635
08/19/2026
Full time
Financial Services Representative - Trenton NJ Altra Federal Credit Union is a member-focused financial institution dedicated to delivering exceptional service and financial solutions. We are seeking a motivated and professional Financial Services Representative (FSR) to join our team inside the Trane Technologies plant in Trenton, NJ. This role will combine financial service responsibilities with member service duties in a cashless office environment. The Financial Services Representative serves as the face of our credit union. This position is primarily a lending position but will be required to assist members, as needed, with their financial needs and ensuring a positive experience. This is a dual role that requires comprehensive product knowledge. The candidate must possess excellent service skills to support members on-site. Key Responsibilities Provide account services to members, including opening new accounts, processing transactions, electronic banking, and answering inquiries from members. Analyze members' needs and recommend suitable solutions, such as loans, savings accounts, credit cards, and investment options. Deliver exceptional service while educating members about financial tools and services that can help them reach their financial goals. Promote credit union products and services through conversations. Provide Notary services. Ensure compliance with all policies, procedures, and regulations. Serve as a liaison between members and the credit union, supporting overall branch operations. Qualifications High school diploma (or equivalent) required. 1+ year of banking, financial services, customer service or retail experience is required. Lending and sales experience would be helpful and preferred. Skills & Abilities Strong knowledge of credit union products, lending processes, and digital banking tools. Attention to detail and accuracy. Excellent communication and interpersonal skills. Bilingual (English / Spanish / Hmong) skills are strongly encouraged to support and better serve our diverse membership. Availability This position is 40- hours a week, Monday through Friday. Typical hours are 7:30 a.m. to 3:30 p.m. EST. Will require some flexibility within these hours, as needed. Pay and Benefits Competitive starting hourly pay of $20.03+, based on previous experience and participation in a monthly incentive plan. When bilingual in Spanish or Hmong, receive a $1.00 / hour pay premium after completing and passing the language exam. Comprehensive benefits package that includes medical / dental / vision coverage, group life insurance, and supplemental life insurance options. Up to a 6% Employer-matched 401(k) + additional 3% employer contribution. Two-weeks paid sabbatical every five years worked, plus four-week paid sabbatical at twenty years! Paid time off, volunteer time off, and your birthday off (paid)! Employee-only perks and discounts At Altra Federal Credit Union, you'll be part of a team that values people over profits and puts members at the heart of everything we do. We believe in creating a supportive and collaborative workplace where employees are empowered to grow, develop their careers, and make a real impact in the lives of others. By joining Altra, you'll not only gain the opportunity to build meaningful relationships with members and coworkers, but you'll also be contributing to a mission-driven organization that is dedicated to improving the financial well-being of our members and the communities we serve. Altra is proud to be a Great Place to Work certified company seven years in a row; 92% of our employees say Altra is a great place to work! At Altra, we invest in each other and work together to make a difference in the communities we serve and to help people live their best life! Compensation details: 20.38-20.38 Hourly Wage PI6fc826d80ccd-4635
It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Vice President is a senior credit professional within the Credit Portfolio Management function, responsible for underwriting, structuring, and managing a portfolio of development facilities supporting energy and infrastructure developers. The portfolio includes lending across the development lifecycle, from pre-Notice to Proceed (pre-NTP) through post-NTP construction and stabilization. Transactions may be structured in either of two ways: (i) financing provided directly to a developer platform and supported by its development pipeline, related development rights, and other eligible collateral; and/or (ii) financing provided directly to a ring-fenced project entity and supported by the assets and cash flows of that specific project. Developer-level facilities will typically finance pre-NTP activities, while post-NTP financing will typically be provided at the project level. The successful candidate will evaluate the applicable developer-level or project-level repayment sources, collateral coverage, development milestones, funding controls, and structural protections. The Vice President will serve as a primary credit owner from initial underwriting through ongoing portfolio management, partnering closely with Origination, Coverage, product teams, Risk, Legal, Technical and other diligence functions. The role requires hands-on analytical capability, sound credit judgment, disciplined execution, and the ability to identify and escalate emerging risks across a dynamic development portfolio. Key Responsibilities: Underwriting, Structuring & Credit Ownership Lead the underwriting, structuring, and approval of new development facilities, project-level loans, amendments, extensions, upsizes, refinancings, and annual or interim reviews. Assess developer strategy, management capability, liquidity, capitalization, execution track record, and the quality and diversity of the underlying project pipeline. Evaluate transactions across pre- and post-NTP stages, including development, permitting, interconnection, offtake, construction, funding, and monetization risks. Analyze collateral eligibility, borrowing-base mechanics, advance rates, concentration limits, milestone-based funding conditions, cash controls, and other structural protections. Develop concise credit recommendations that clearly articulate repayment sources, key risks, mitigants, downside cases, and conditions to approval. Serve as a primary credit owner accountable for analytical integrity and completeness throughout the deal lifecycle. Financial Analysis & Modeling Build, review, and challenge developer-level and project-level financial models, including base, downside, sensitivity, liquidity, collateral coverage, and covenant cases. Evaluate projected development expenditures, project monetization proceeds, construction funding needs, interest carry, and repayment timing. Assess pipeline value using appropriate probability weightings, milestone assumptions, project concentrations, and timing sensitivities. Translate commercial, technical, contractual, and execution risks into financial and credit outcomes. Coach junior team members on modeling, diligence, and credit analysis. Risk Management, Execution & Leadership Manage assigned exposures after closing, including covenant compliance, borrowing-base and collateral reporting, milestone achievement, draw requests, annual and interim reviews, amendments, waivers, and rating actions. Monitor developer liquidity, project-pipeline progression, permitting, interconnection, offtake, construction, budget, schedule, and monetization performance. Identify deterioration or execution delays early, quantify potential credit impact, and recommend escalation, remediation, or structural protections. Maintain a clear view of aggregate exposure, concentrations, collateral coverage, and risk migration across the portfolio. Act as a trusted counterpart to the 2nd Line of Defense, presenting balanced and transparent credit views. Own execution timelines and deliverables while supporting consistent standards and continuous improvement across Credit Portfolio Management. What You Bring: 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 Bachelor's degree in Finance, Accounting, Economics, or related field (required) MBA and/or CFA Charter (preferred) Experience 7-10 years of experience in credit underwriting, structured finance, project finance, development finance, or portfolio management. Demonstrated experience evaluating developer-level facilities, project pipelines, construction financing, or ring-fenced project exposures. Experience with energy, power, renewables, or infrastructure transactions strongly preferred. Prior responsibility for preparing or owning credit approvals and managing exposures after closing. Technical & Professional Skills Strong understanding of structured and project credit, collateral analysis, cash-flow lending, covenant frameworks, and risk controls. Hands-on financial modeling capability across developer-level and ring-fenced project structures. Ability to assess development-stage risks, including permitting, interconnection, offtake, construction readiness, budget, schedule, and project monetization. Ability to synthesize complex analysis into clear, decision-oriented credit narratives. Strong communication skills and ability to partner effectively with Origination, Coverage, Risk, Legal, and technical advisors. High level of ownership, judgment, attention to detail, and execution discipline. Proficiency with Microsoft Office and financial modeling tools. What Success Looks Like Soundly structured development facilities with clear collateral, funding, covenant, and repayment protections. High-quality credit decisions delivered efficiently across pre- and post-NTP transactions. Proactive portfolio management, with early identification and escalation of pipeline, liquidity, construction, and collateral risks. Strong credibility with Origination, Coverage, Risk, and other transaction partners. Consistent analytical rigor and execution discipline across the Credit Portfolio Management function. Certifications: Other: Completion of bank-certified course in Credit Training - Required. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. Work Authorization & Sponsorship: Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $185,000.00 USD Maximum: $185,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide () Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job . click apply for full job details
08/19/2026
Full time
It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Vice President is a senior credit professional within the Credit Portfolio Management function, responsible for underwriting, structuring, and managing a portfolio of development facilities supporting energy and infrastructure developers. The portfolio includes lending across the development lifecycle, from pre-Notice to Proceed (pre-NTP) through post-NTP construction and stabilization. Transactions may be structured in either of two ways: (i) financing provided directly to a developer platform and supported by its development pipeline, related development rights, and other eligible collateral; and/or (ii) financing provided directly to a ring-fenced project entity and supported by the assets and cash flows of that specific project. Developer-level facilities will typically finance pre-NTP activities, while post-NTP financing will typically be provided at the project level. The successful candidate will evaluate the applicable developer-level or project-level repayment sources, collateral coverage, development milestones, funding controls, and structural protections. The Vice President will serve as a primary credit owner from initial underwriting through ongoing portfolio management, partnering closely with Origination, Coverage, product teams, Risk, Legal, Technical and other diligence functions. The role requires hands-on analytical capability, sound credit judgment, disciplined execution, and the ability to identify and escalate emerging risks across a dynamic development portfolio. Key Responsibilities: Underwriting, Structuring & Credit Ownership Lead the underwriting, structuring, and approval of new development facilities, project-level loans, amendments, extensions, upsizes, refinancings, and annual or interim reviews. Assess developer strategy, management capability, liquidity, capitalization, execution track record, and the quality and diversity of the underlying project pipeline. Evaluate transactions across pre- and post-NTP stages, including development, permitting, interconnection, offtake, construction, funding, and monetization risks. Analyze collateral eligibility, borrowing-base mechanics, advance rates, concentration limits, milestone-based funding conditions, cash controls, and other structural protections. Develop concise credit recommendations that clearly articulate repayment sources, key risks, mitigants, downside cases, and conditions to approval. Serve as a primary credit owner accountable for analytical integrity and completeness throughout the deal lifecycle. Financial Analysis & Modeling Build, review, and challenge developer-level and project-level financial models, including base, downside, sensitivity, liquidity, collateral coverage, and covenant cases. Evaluate projected development expenditures, project monetization proceeds, construction funding needs, interest carry, and repayment timing. Assess pipeline value using appropriate probability weightings, milestone assumptions, project concentrations, and timing sensitivities. Translate commercial, technical, contractual, and execution risks into financial and credit outcomes. Coach junior team members on modeling, diligence, and credit analysis. Risk Management, Execution & Leadership Manage assigned exposures after closing, including covenant compliance, borrowing-base and collateral reporting, milestone achievement, draw requests, annual and interim reviews, amendments, waivers, and rating actions. Monitor developer liquidity, project-pipeline progression, permitting, interconnection, offtake, construction, budget, schedule, and monetization performance. Identify deterioration or execution delays early, quantify potential credit impact, and recommend escalation, remediation, or structural protections. Maintain a clear view of aggregate exposure, concentrations, collateral coverage, and risk migration across the portfolio. Act as a trusted counterpart to the 2nd Line of Defense, presenting balanced and transparent credit views. Own execution timelines and deliverables while supporting consistent standards and continuous improvement across Credit Portfolio Management. What You Bring: 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 Bachelor's degree in Finance, Accounting, Economics, or related field (required) MBA and/or CFA Charter (preferred) Experience 7-10 years of experience in credit underwriting, structured finance, project finance, development finance, or portfolio management. Demonstrated experience evaluating developer-level facilities, project pipelines, construction financing, or ring-fenced project exposures. Experience with energy, power, renewables, or infrastructure transactions strongly preferred. Prior responsibility for preparing or owning credit approvals and managing exposures after closing. Technical & Professional Skills Strong understanding of structured and project credit, collateral analysis, cash-flow lending, covenant frameworks, and risk controls. Hands-on financial modeling capability across developer-level and ring-fenced project structures. Ability to assess development-stage risks, including permitting, interconnection, offtake, construction readiness, budget, schedule, and project monetization. Ability to synthesize complex analysis into clear, decision-oriented credit narratives. Strong communication skills and ability to partner effectively with Origination, Coverage, Risk, Legal, and technical advisors. High level of ownership, judgment, attention to detail, and execution discipline. Proficiency with Microsoft Office and financial modeling tools. What Success Looks Like Soundly structured development facilities with clear collateral, funding, covenant, and repayment protections. High-quality credit decisions delivered efficiently across pre- and post-NTP transactions. Proactive portfolio management, with early identification and escalation of pipeline, liquidity, construction, and collateral risks. Strong credibility with Origination, Coverage, Risk, and other transaction partners. Consistent analytical rigor and execution discipline across the Credit Portfolio Management function. Certifications: Other: Completion of bank-certified course in Credit Training - Required. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. Work Authorization & Sponsorship: Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $185,000.00 USD Maximum: $185,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide () Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job . click apply for full job details
It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Vice President is a senior credit professional within the Credit Portfolio Management function, responsible for underwriting, structuring, and managing a portfolio of development facilities supporting energy and infrastructure developers. The portfolio includes lending across the development lifecycle, from pre-Notice to Proceed (pre-NTP) through post-NTP construction and stabilization. Transactions may be structured in either of two ways: (i) financing provided directly to a developer platform and supported by its development pipeline, related development rights, and other eligible collateral; and/or (ii) financing provided directly to a ring-fenced project entity and supported by the assets and cash flows of that specific project. Developer-level facilities will typically finance pre-NTP activities, while post-NTP financing will typically be provided at the project level. The successful candidate will evaluate the applicable developer-level or project-level repayment sources, collateral coverage, development milestones, funding controls, and structural protections. The Vice President will serve as a primary credit owner from initial underwriting through ongoing portfolio management, partnering closely with Origination, Coverage, product teams, Risk, Legal, Technical and other diligence functions. The role requires hands-on analytical capability, sound credit judgment, disciplined execution, and the ability to identify and escalate emerging risks across a dynamic development portfolio. Key Responsibilities: Underwriting, Structuring & Credit Ownership Lead the underwriting, structuring, and approval of new development facilities, project-level loans, amendments, extensions, upsizes, refinancings, and annual or interim reviews. Assess developer strategy, management capability, liquidity, capitalization, execution track record, and the quality and diversity of the underlying project pipeline. Evaluate transactions across pre- and post-NTP stages, including development, permitting, interconnection, offtake, construction, funding, and monetization risks. Analyze collateral eligibility, borrowing-base mechanics, advance rates, concentration limits, milestone-based funding conditions, cash controls, and other structural protections. Develop concise credit recommendations that clearly articulate repayment sources, key risks, mitigants, downside cases, and conditions to approval. Serve as a primary credit owner accountable for analytical integrity and completeness throughout the deal lifecycle. Financial Analysis & Modeling Build, review, and challenge developer-level and project-level financial models, including base, downside, sensitivity, liquidity, collateral coverage, and covenant cases. Evaluate projected development expenditures, project monetization proceeds, construction funding needs, interest carry, and repayment timing. Assess pipeline value using appropriate probability weightings, milestone assumptions, project concentrations, and timing sensitivities. Translate commercial, technical, contractual, and execution risks into financial and credit outcomes. Coach junior team members on modeling, diligence, and credit analysis. Risk Management, Execution & Leadership Manage assigned exposures after closing, including covenant compliance, borrowing-base and collateral reporting, milestone achievement, draw requests, annual and interim reviews, amendments, waivers, and rating actions. Monitor developer liquidity, project-pipeline progression, permitting, interconnection, offtake, construction, budget, schedule, and monetization performance. Identify deterioration or execution delays early, quantify potential credit impact, and recommend escalation, remediation, or structural protections. Maintain a clear view of aggregate exposure, concentrations, collateral coverage, and risk migration across the portfolio. Act as a trusted counterpart to the 2nd Line of Defense, presenting balanced and transparent credit views. Own execution timelines and deliverables while supporting consistent standards and continuous improvement across Credit Portfolio Management. What You Bring: 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 Bachelor's degree in Finance, Accounting, Economics, or related field (required) MBA and/or CFA Charter (preferred) Experience 7-10 years of experience in credit underwriting, structured finance, project finance, development finance, or portfolio management. Demonstrated experience evaluating developer-level facilities, project pipelines, construction financing, or ring-fenced project exposures. Experience with energy, power, renewables, or infrastructure transactions strongly preferred. Prior responsibility for preparing or owning credit approvals and managing exposures after closing. Technical & Professional Skills Strong understanding of structured and project credit, collateral analysis, cash-flow lending, covenant frameworks, and risk controls. Hands-on financial modeling capability across developer-level and ring-fenced project structures. Ability to assess development-stage risks, including permitting, interconnection, offtake, construction readiness, budget, schedule, and project monetization. Ability to synthesize complex analysis into clear, decision-oriented credit narratives. Strong communication skills and ability to partner effectively with Origination, Coverage, Risk, Legal, and technical advisors. High level of ownership, judgment, attention to detail, and execution discipline. Proficiency with Microsoft Office and financial modeling tools. What Success Looks Like Soundly structured development facilities with clear collateral, funding, covenant, and repayment protections. High-quality credit decisions delivered efficiently across pre- and post-NTP transactions. Proactive portfolio management, with early identification and escalation of pipeline, liquidity, construction, and collateral risks. Strong credibility with Origination, Coverage, Risk, and other transaction partners. Consistent analytical rigor and execution discipline across the Credit Portfolio Management function. Certifications: Other: Completion of bank-certified course in Credit Training - Required. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. Work Authorization & Sponsorship: Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $185,000.00 USD Maximum: $185,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide () Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job . click apply for full job details
08/19/2026
Full time
It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Vice President is a senior credit professional within the Credit Portfolio Management function, responsible for underwriting, structuring, and managing a portfolio of development facilities supporting energy and infrastructure developers. The portfolio includes lending across the development lifecycle, from pre-Notice to Proceed (pre-NTP) through post-NTP construction and stabilization. Transactions may be structured in either of two ways: (i) financing provided directly to a developer platform and supported by its development pipeline, related development rights, and other eligible collateral; and/or (ii) financing provided directly to a ring-fenced project entity and supported by the assets and cash flows of that specific project. Developer-level facilities will typically finance pre-NTP activities, while post-NTP financing will typically be provided at the project level. The successful candidate will evaluate the applicable developer-level or project-level repayment sources, collateral coverage, development milestones, funding controls, and structural protections. The Vice President will serve as a primary credit owner from initial underwriting through ongoing portfolio management, partnering closely with Origination, Coverage, product teams, Risk, Legal, Technical and other diligence functions. The role requires hands-on analytical capability, sound credit judgment, disciplined execution, and the ability to identify and escalate emerging risks across a dynamic development portfolio. Key Responsibilities: Underwriting, Structuring & Credit Ownership Lead the underwriting, structuring, and approval of new development facilities, project-level loans, amendments, extensions, upsizes, refinancings, and annual or interim reviews. Assess developer strategy, management capability, liquidity, capitalization, execution track record, and the quality and diversity of the underlying project pipeline. Evaluate transactions across pre- and post-NTP stages, including development, permitting, interconnection, offtake, construction, funding, and monetization risks. Analyze collateral eligibility, borrowing-base mechanics, advance rates, concentration limits, milestone-based funding conditions, cash controls, and other structural protections. Develop concise credit recommendations that clearly articulate repayment sources, key risks, mitigants, downside cases, and conditions to approval. Serve as a primary credit owner accountable for analytical integrity and completeness throughout the deal lifecycle. Financial Analysis & Modeling Build, review, and challenge developer-level and project-level financial models, including base, downside, sensitivity, liquidity, collateral coverage, and covenant cases. Evaluate projected development expenditures, project monetization proceeds, construction funding needs, interest carry, and repayment timing. Assess pipeline value using appropriate probability weightings, milestone assumptions, project concentrations, and timing sensitivities. Translate commercial, technical, contractual, and execution risks into financial and credit outcomes. Coach junior team members on modeling, diligence, and credit analysis. Risk Management, Execution & Leadership Manage assigned exposures after closing, including covenant compliance, borrowing-base and collateral reporting, milestone achievement, draw requests, annual and interim reviews, amendments, waivers, and rating actions. Monitor developer liquidity, project-pipeline progression, permitting, interconnection, offtake, construction, budget, schedule, and monetization performance. Identify deterioration or execution delays early, quantify potential credit impact, and recommend escalation, remediation, or structural protections. Maintain a clear view of aggregate exposure, concentrations, collateral coverage, and risk migration across the portfolio. Act as a trusted counterpart to the 2nd Line of Defense, presenting balanced and transparent credit views. Own execution timelines and deliverables while supporting consistent standards and continuous improvement across Credit Portfolio Management. What You Bring: 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 Bachelor's degree in Finance, Accounting, Economics, or related field (required) MBA and/or CFA Charter (preferred) Experience 7-10 years of experience in credit underwriting, structured finance, project finance, development finance, or portfolio management. Demonstrated experience evaluating developer-level facilities, project pipelines, construction financing, or ring-fenced project exposures. Experience with energy, power, renewables, or infrastructure transactions strongly preferred. Prior responsibility for preparing or owning credit approvals and managing exposures after closing. Technical & Professional Skills Strong understanding of structured and project credit, collateral analysis, cash-flow lending, covenant frameworks, and risk controls. Hands-on financial modeling capability across developer-level and ring-fenced project structures. Ability to assess development-stage risks, including permitting, interconnection, offtake, construction readiness, budget, schedule, and project monetization. Ability to synthesize complex analysis into clear, decision-oriented credit narratives. Strong communication skills and ability to partner effectively with Origination, Coverage, Risk, Legal, and technical advisors. High level of ownership, judgment, attention to detail, and execution discipline. Proficiency with Microsoft Office and financial modeling tools. What Success Looks Like Soundly structured development facilities with clear collateral, funding, covenant, and repayment protections. High-quality credit decisions delivered efficiently across pre- and post-NTP transactions. Proactive portfolio management, with early identification and escalation of pipeline, liquidity, construction, and collateral risks. Strong credibility with Origination, Coverage, Risk, and other transaction partners. Consistent analytical rigor and execution discipline across the Credit Portfolio Management function. Certifications: Other: Completion of bank-certified course in Credit Training - Required. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. Work Authorization & Sponsorship: Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $185,000.00 USD Maximum: $185,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide () Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job . click apply for full job details
Description: What You'll Be Doing A Client Experience (CX) Representative is a key role within the Bank's digital branch operations and services. This role is pivotal in advancing the bank's digital presence and offerings and is responsible for delivering exceptional service to current and prospective clients. Primary responsibilities involve communicating with clients via phone, chat, email, and secure messaging to ensure their financial needs are met while enhancing the overall client experience. This role provides personalized relationship-based banking services to current and prospective clients. The Client Experience Representative will be accountable for handling incoming client inquires, processing transactions and promoting Bank Iowa's products and services. Engages with current and prospective clients across multiple channels including inbound calls, chat, secure messages on online banking platforms, and website contact leads. Facilitates various transactions such as check cashing, deposits, withdrawals, transfers, loan payments, and other typical transactions. Processes financial transactions efficiently and accurately. Assists clients with a broad range of questions and issues which include questions about products and services, change of address, stop payments, etc. Opens and supports all phases of opening new accounts, both online and via phone, for new and prospective clients. An internal candidate located in one of our branch locations may be considered. Requirements: Skills/Experience You'll Need High School diploma or equivalent required. College degree preferred. 0-2 years customer service experience; previous banking experience a plus and/or understanding of bank products and services, including the rules, regulations, policies and procedures. Ideal candidates will have strong customer service skills, strong attention to detail, have the ability to multi-task, possess strong communication skills, exhibit critical thinking and exemplary judgement and problem-solving skills as well as exhibit systems/technology proficiency and navigation. What you'll love about us Our team members love working here, and the prevailing reason is this: our people. In addition to the great team you will be a part of, here are some of the other reasons why our team members love working here: A competitive financial package we want you to bring your best so in addition to your compensation, every team member receives a bonus opportunity, a generous 401k match, and discretionary profit sharing. Robust benefits and wellness - we are proud to offer health, dental and vision insurance as well as a wellness program designed to help drive down your premiums for benefits-eligible team members. Our wellness initiatives promote positive change and allow our team members to think big. Blending work and life - As a people-centered organization, each team member is provided a generous PTO bank. Bank Iowa team members receive 11 paid observed holidays, 100% paid parental leave, an opportunity for sabbatical leave, generous bereavement, and an employee assistance program designed to support team members throughout various stages in their lives. Continued learning opportunities - Bank Iowa enables great things and supports team member development at every stage of your career. Our development approach focuses on your innate talents and developing those into areas of strengths. Learning experiences are available in formal & informal training settings, as well as on-the-job training. Development programs are available in-person and online. Our tuition reimbursement program is available to support formal education programs. Community Involvement - Our team members are active members of their communities and people-centered. Bank Iowa aspires to be a center of influence in each of the 22 communities we are located in. In addition to company-sponsored volunteer opportunities, we offer paid volunteer time off (VTO), which allows team members to give their time to organizations they care about, without having to use PTO. Recognition - Bank Iowa is proud of our team members who "Live our Values". Our peer nominated recognition program presented annually, recognizes and celebrates team members who exemplified our values from the past year. Our People-Centered Culture At Bank Iowa our purpose is to Empower People, Inspire Success and Foster Growth . Bank Iowa is one of the leading independent Ag banks and the second-largest family-owned bank in the state of Iowa. Our bank family consists of team members and clients throughout Iowa who we serve in our 22 communities. At Bank Iowa, we're proud to put people first, and we value our team members as much as our clients. We support team member development by focusing on their innate talents and developing those into areas of strength. We offer an environment where people care about each other like family. If you're looking for a career with colleagues who have the opportunity to bring their best, think big, and enable great things, Bank Iowa is the place for you. Bank Iowa is an equal opportunity employer with a passion for creating an inclusive environment where all people are truly welcomed, valued and respected - for all of who they are - regardless of differences. All applicants will be considered for employment without regard to age, race, color, sex, pregnancy, sexual orientation, gender identity, military service, national origin, religion, physical or mental disability, genetic information, or any other classifications protected by applicable federal, state or local laws. PIc8926b3f6-
08/18/2026
Full time
Description: What You'll Be Doing A Client Experience (CX) Representative is a key role within the Bank's digital branch operations and services. This role is pivotal in advancing the bank's digital presence and offerings and is responsible for delivering exceptional service to current and prospective clients. Primary responsibilities involve communicating with clients via phone, chat, email, and secure messaging to ensure their financial needs are met while enhancing the overall client experience. This role provides personalized relationship-based banking services to current and prospective clients. The Client Experience Representative will be accountable for handling incoming client inquires, processing transactions and promoting Bank Iowa's products and services. Engages with current and prospective clients across multiple channels including inbound calls, chat, secure messages on online banking platforms, and website contact leads. Facilitates various transactions such as check cashing, deposits, withdrawals, transfers, loan payments, and other typical transactions. Processes financial transactions efficiently and accurately. Assists clients with a broad range of questions and issues which include questions about products and services, change of address, stop payments, etc. Opens and supports all phases of opening new accounts, both online and via phone, for new and prospective clients. An internal candidate located in one of our branch locations may be considered. Requirements: Skills/Experience You'll Need High School diploma or equivalent required. College degree preferred. 0-2 years customer service experience; previous banking experience a plus and/or understanding of bank products and services, including the rules, regulations, policies and procedures. Ideal candidates will have strong customer service skills, strong attention to detail, have the ability to multi-task, possess strong communication skills, exhibit critical thinking and exemplary judgement and problem-solving skills as well as exhibit systems/technology proficiency and navigation. What you'll love about us Our team members love working here, and the prevailing reason is this: our people. In addition to the great team you will be a part of, here are some of the other reasons why our team members love working here: A competitive financial package we want you to bring your best so in addition to your compensation, every team member receives a bonus opportunity, a generous 401k match, and discretionary profit sharing. Robust benefits and wellness - we are proud to offer health, dental and vision insurance as well as a wellness program designed to help drive down your premiums for benefits-eligible team members. Our wellness initiatives promote positive change and allow our team members to think big. Blending work and life - As a people-centered organization, each team member is provided a generous PTO bank. Bank Iowa team members receive 11 paid observed holidays, 100% paid parental leave, an opportunity for sabbatical leave, generous bereavement, and an employee assistance program designed to support team members throughout various stages in their lives. Continued learning opportunities - Bank Iowa enables great things and supports team member development at every stage of your career. Our development approach focuses on your innate talents and developing those into areas of strengths. Learning experiences are available in formal & informal training settings, as well as on-the-job training. Development programs are available in-person and online. Our tuition reimbursement program is available to support formal education programs. Community Involvement - Our team members are active members of their communities and people-centered. Bank Iowa aspires to be a center of influence in each of the 22 communities we are located in. In addition to company-sponsored volunteer opportunities, we offer paid volunteer time off (VTO), which allows team members to give their time to organizations they care about, without having to use PTO. Recognition - Bank Iowa is proud of our team members who "Live our Values". Our peer nominated recognition program presented annually, recognizes and celebrates team members who exemplified our values from the past year. Our People-Centered Culture At Bank Iowa our purpose is to Empower People, Inspire Success and Foster Growth . Bank Iowa is one of the leading independent Ag banks and the second-largest family-owned bank in the state of Iowa. Our bank family consists of team members and clients throughout Iowa who we serve in our 22 communities. At Bank Iowa, we're proud to put people first, and we value our team members as much as our clients. We support team member development by focusing on their innate talents and developing those into areas of strength. We offer an environment where people care about each other like family. If you're looking for a career with colleagues who have the opportunity to bring their best, think big, and enable great things, Bank Iowa is the place for you. Bank Iowa is an equal opportunity employer with a passion for creating an inclusive environment where all people are truly welcomed, valued and respected - for all of who they are - regardless of differences. All applicants will be considered for employment without regard to age, race, color, sex, pregnancy, sexual orientation, gender identity, military service, national origin, religion, physical or mental disability, genetic information, or any other classifications protected by applicable federal, state or local laws. PIc8926b3f6-
About DataScan by Solifi: Headquartered in Alpharetta, Georgia, DataScan stands at the forefront of delivering cutting-edge wholesale asset financing and inventory risk management solutions. Our commitment lies in empowering lenders to efficiently oversee their operations and manage risk through our technologies, knowledge, and expertise. With our connected commercial ecosystem, we continue to transform the landscape of dealer commercial lending. Location: Field-Based (On the Road) Candidates must live within 30 minutes of Harrisburg, PA DataScan's Risk Management Operations team is seeking Field Risk Specialists to support our growing North American business unit by performing floorplan inventory audits at automotive, equipment, powersports and other dealerships within an assigned territory. In this role, you will be responsible for physically verifying inventory, reviewing dealer records, and identifying discrepancies related to sold, missing, damaged, and off-site units. You will work directly with dealership personnel to reconcile findings, document results, and ensure the accuracy of information captured in DataScan's mobile audit application. This position plays an important role in helping clients manage risk and maintain accurate inventory reporting. This is a field-based position that requires strong attention to detail, sound judgment, and the ability to work independently and in various weather conditions. You will regularly interact with dealership staff and client representatives, communicate audit results, and assess risk conditions. Candidates should be comfortable working in both indoor and outdoor environments and able to manage travel within their assigned territory, including occasional overnight stays. This role is well-suited for individuals who are dependable, organized, and capable of making informed decisions in a fast-paced environment. Essential Functions Verify in-stock inventory by inspecting VIN/serial numbers for each floorplanned unit, often outdoors and in varying weather conditions Meet with authorized dealership personnel to research and determine the status of missing inventory units Review and validate dealer records and supporting documentation related to sold, missing, damaged inventory and off-site collateral Verify the status and accuracy of MSOs (Manufacturer Statements of Origin) and vehicle titles Accurately record inventory status and audit findings using a mobile device audit application Document dealership visit details and audit observations Review audit results with dealership personnel in a clear and professional manner Communicate audit results, dealer conditions, and potential risk exposure to client representatives Qualifications Ability to work independently and within a team setting Strong work ethic and accountability Professional demeanor with effective communication and interpersonal skills Strong problem-solving and decision-making abilities Basic computer proficiency required Valid driver's license and safe driving record Ability to travel overnight as needed by vehicle or air travel (4 to 5 nights per month) Ability to perform physical tasks such as clearing snow or ice from VIN/serial numbers, lifting or moving inventory boxes as needed, and bending, reaching, or stooping Must be able to drive for extended periods of time depending on market assignment High school diploma or GED required; college education preferred Prior experience in floorplan auditing, financial services, automotive, customer service, field services, or a related industry is preferred but not required Compensation & Benefits At DataScan by Solifi, our associates are a key part of our success. We offer a competitive compensation and benefits package designed to support both your professional and personal well-being. Base Salary: $43,000-44,625 annually Company vehicle or monthly vehicle allowance Expense reimbursement Overnight travel reimbursement, including meal allowance Health insurance (multiple plan options available) Dental and vision insurance Health savings account (HSA) and flexible spending account (FSA) options 401(k) retirement plan with company contributions Paid time off Paid parental leave Tuition reimbursement Wellness incentives Employee assistance program Life insurance Short & Long Term Disability Referral program DataScan Alpharetta GA Facebook Careers DataScan () Homepage Solifi Learn More at: Onsite Floorplan Physical Audit Solution DataScan Compensation details: 5 Yearly Salary PI56cb07fa78a2-6675
08/18/2026
Full time
About DataScan by Solifi: Headquartered in Alpharetta, Georgia, DataScan stands at the forefront of delivering cutting-edge wholesale asset financing and inventory risk management solutions. Our commitment lies in empowering lenders to efficiently oversee their operations and manage risk through our technologies, knowledge, and expertise. With our connected commercial ecosystem, we continue to transform the landscape of dealer commercial lending. Location: Field-Based (On the Road) Candidates must live within 30 minutes of Harrisburg, PA DataScan's Risk Management Operations team is seeking Field Risk Specialists to support our growing North American business unit by performing floorplan inventory audits at automotive, equipment, powersports and other dealerships within an assigned territory. In this role, you will be responsible for physically verifying inventory, reviewing dealer records, and identifying discrepancies related to sold, missing, damaged, and off-site units. You will work directly with dealership personnel to reconcile findings, document results, and ensure the accuracy of information captured in DataScan's mobile audit application. This position plays an important role in helping clients manage risk and maintain accurate inventory reporting. This is a field-based position that requires strong attention to detail, sound judgment, and the ability to work independently and in various weather conditions. You will regularly interact with dealership staff and client representatives, communicate audit results, and assess risk conditions. Candidates should be comfortable working in both indoor and outdoor environments and able to manage travel within their assigned territory, including occasional overnight stays. This role is well-suited for individuals who are dependable, organized, and capable of making informed decisions in a fast-paced environment. Essential Functions Verify in-stock inventory by inspecting VIN/serial numbers for each floorplanned unit, often outdoors and in varying weather conditions Meet with authorized dealership personnel to research and determine the status of missing inventory units Review and validate dealer records and supporting documentation related to sold, missing, damaged inventory and off-site collateral Verify the status and accuracy of MSOs (Manufacturer Statements of Origin) and vehicle titles Accurately record inventory status and audit findings using a mobile device audit application Document dealership visit details and audit observations Review audit results with dealership personnel in a clear and professional manner Communicate audit results, dealer conditions, and potential risk exposure to client representatives Qualifications Ability to work independently and within a team setting Strong work ethic and accountability Professional demeanor with effective communication and interpersonal skills Strong problem-solving and decision-making abilities Basic computer proficiency required Valid driver's license and safe driving record Ability to travel overnight as needed by vehicle or air travel (4 to 5 nights per month) Ability to perform physical tasks such as clearing snow or ice from VIN/serial numbers, lifting or moving inventory boxes as needed, and bending, reaching, or stooping Must be able to drive for extended periods of time depending on market assignment High school diploma or GED required; college education preferred Prior experience in floorplan auditing, financial services, automotive, customer service, field services, or a related industry is preferred but not required Compensation & Benefits At DataScan by Solifi, our associates are a key part of our success. We offer a competitive compensation and benefits package designed to support both your professional and personal well-being. Base Salary: $43,000-44,625 annually Company vehicle or monthly vehicle allowance Expense reimbursement Overnight travel reimbursement, including meal allowance Health insurance (multiple plan options available) Dental and vision insurance Health savings account (HSA) and flexible spending account (FSA) options 401(k) retirement plan with company contributions Paid time off Paid parental leave Tuition reimbursement Wellness incentives Employee assistance program Life insurance Short & Long Term Disability Referral program DataScan Alpharetta GA Facebook Careers DataScan () Homepage Solifi Learn More at: Onsite Floorplan Physical Audit Solution DataScan Compensation details: 5 Yearly Salary PI56cb07fa78a2-6675
Financial Services Representative - Trenton NJ Altra Federal Credit Union is a member-focused financial institution dedicated to delivering exceptional service and financial solutions. We are seeking a motivated and professional Financial Services Representative (FSR) to join our team inside the Trane Technologies plant in Trenton, NJ. This role will combine financial service responsibilities with member service duties in a cashless office environment. The Financial Services Representative serves as the face of our credit union. This position is primarily a lending position but will be required to assist members, as needed, with their financial needs and ensuring a positive experience. This is a dual role that requires comprehensive product knowledge. The candidate must possess excellent service skills to support members on-site. Key Responsibilities Provide account services to members, including opening new accounts, processing transactions, electronic banking, and answering inquiries from members. Analyze members' needs and recommend suitable solutions, such as loans, savings accounts, credit cards, and investment options. Deliver exceptional service while educating members about financial tools and services that can help them reach their financial goals. Promote credit union products and services through conversations. Provide Notary services. Ensure compliance with all policies, procedures, and regulations. Serve as a liaison between members and the credit union, supporting overall branch operations. Qualifications High school diploma (or equivalent) required. 1+ year of banking, financial services, customer service or retail experience is required. Lending and sales experience would be helpful and preferred. Skills & Abilities Strong knowledge of credit union products, lending processes, and digital banking tools. Attention to detail and accuracy. Excellent communication and interpersonal skills. Bilingual (English / Spanish / Hmong) skills are strongly encouraged to support and better serve our diverse membership. Availability This position is 40- hours a week, Monday through Friday. Typical hours are 7:30 a.m. to 3:30 p.m. EST. Will require some flexibility within these hours, as needed. Pay and Benefits Competitive starting hourly pay of $20.03+, based on previous experience and participation in a monthly incentive plan. When bilingual in Spanish or Hmong, receive a $1.00 / hour pay premium after completing and passing the language exam. Comprehensive benefits package that includes medical / dental / vision coverage, group life insurance, and supplemental life insurance options. Up to a 6% Employer-matched 401(k) + additional 3% employer contribution. Two-weeks paid sabbatical every five years worked, plus four-week paid sabbatical at twenty years! Paid time off, volunteer time off, and your birthday off (paid)! Employee-only perks and discounts At Altra Federal Credit Union, you'll be part of a team that values people over profits and puts members at the heart of everything we do. We believe in creating a supportive and collaborative workplace where employees are empowered to grow, develop their careers, and make a real impact in the lives of others. By joining Altra, you'll not only gain the opportunity to build meaningful relationships with members and coworkers, but you'll also be contributing to a mission-driven organization that is dedicated to improving the financial well-being of our members and the communities we serve. Altra is proud to be a Great Place to Work certified company seven years in a row; 92% of our employees say Altra is a great place to work! At Altra, we invest in each other and work together to make a difference in the communities we serve and to help people live their best life! Compensation details: 20.38-20.38 Hourly Wage PI6fc826d80ccd-4635
08/18/2026
Full time
Financial Services Representative - Trenton NJ Altra Federal Credit Union is a member-focused financial institution dedicated to delivering exceptional service and financial solutions. We are seeking a motivated and professional Financial Services Representative (FSR) to join our team inside the Trane Technologies plant in Trenton, NJ. This role will combine financial service responsibilities with member service duties in a cashless office environment. The Financial Services Representative serves as the face of our credit union. This position is primarily a lending position but will be required to assist members, as needed, with their financial needs and ensuring a positive experience. This is a dual role that requires comprehensive product knowledge. The candidate must possess excellent service skills to support members on-site. Key Responsibilities Provide account services to members, including opening new accounts, processing transactions, electronic banking, and answering inquiries from members. Analyze members' needs and recommend suitable solutions, such as loans, savings accounts, credit cards, and investment options. Deliver exceptional service while educating members about financial tools and services that can help them reach their financial goals. Promote credit union products and services through conversations. Provide Notary services. Ensure compliance with all policies, procedures, and regulations. Serve as a liaison between members and the credit union, supporting overall branch operations. Qualifications High school diploma (or equivalent) required. 1+ year of banking, financial services, customer service or retail experience is required. Lending and sales experience would be helpful and preferred. Skills & Abilities Strong knowledge of credit union products, lending processes, and digital banking tools. Attention to detail and accuracy. Excellent communication and interpersonal skills. Bilingual (English / Spanish / Hmong) skills are strongly encouraged to support and better serve our diverse membership. Availability This position is 40- hours a week, Monday through Friday. Typical hours are 7:30 a.m. to 3:30 p.m. EST. Will require some flexibility within these hours, as needed. Pay and Benefits Competitive starting hourly pay of $20.03+, based on previous experience and participation in a monthly incentive plan. When bilingual in Spanish or Hmong, receive a $1.00 / hour pay premium after completing and passing the language exam. Comprehensive benefits package that includes medical / dental / vision coverage, group life insurance, and supplemental life insurance options. Up to a 6% Employer-matched 401(k) + additional 3% employer contribution. Two-weeks paid sabbatical every five years worked, plus four-week paid sabbatical at twenty years! Paid time off, volunteer time off, and your birthday off (paid)! Employee-only perks and discounts At Altra Federal Credit Union, you'll be part of a team that values people over profits and puts members at the heart of everything we do. We believe in creating a supportive and collaborative workplace where employees are empowered to grow, develop their careers, and make a real impact in the lives of others. By joining Altra, you'll not only gain the opportunity to build meaningful relationships with members and coworkers, but you'll also be contributing to a mission-driven organization that is dedicated to improving the financial well-being of our members and the communities we serve. Altra is proud to be a Great Place to Work certified company seven years in a row; 92% of our employees say Altra is a great place to work! At Altra, we invest in each other and work together to make a difference in the communities we serve and to help people live their best life! Compensation details: 20.38-20.38 Hourly Wage PI6fc826d80ccd-4635
Peoples Security Bank & Trust Company
Lebanon, Pennsylvania
Description: General Responsibilities: Delivers exceptional experience to customers and prospects with a focus on meeting the financial needs of all areas of our community. Counsels clients, providing needs-based financial solutions. Actively seeks opportunities to expand relationships. Capable of supporting clients in-person or virtually. Responsible for working as an active member of the branch office sales/service team and providing support related to the day-to-day branch operational activities and financial services of the Bank. Essential Duties: Performs various duties relating to the Branch as follows: Successful Completion of One Bank/One Team/One Brand discipline of collaboration and teamwork in order to achieve bank objectives. Processes various customer transactions (checks, deposits, withdrawals, payments, money orders, cashier's checks, cash advances, wires, etc.) efficiently, accurately and compliantly. Balances cash drawer, night deposits, and balances and services the ATM. Assists with vault-related and ancillary operational duties. Well-practiced in policy and procedure and keeps up-to-date on banking regulation changes to ensure compliance in order to protect customer and Bank assets at all times. And keeps up-to-date on banking regulation changes to ensure compliance. Maintains working knowledge of Bank's consumer deposit and loan product offerings as well as business deposit and cash management services. Provides exemplary customer service, fielding questions concerning deposit account and loan activity, fees, etc. Uses available resources to research more complicated matters, ensuring client concerns are addressed in a timely manner. Engages and advises customers in person and/or virtually in order to attract, retain, and grow relationships. Assists clients with deposit account and ancillary service selections in line with their needs, opening them in a timely manner. Counsels clients on consumer financing options. Processes and closes consumer loans. Demonstrates and educates our customer base on our technology products and services. Collaborates with internal partners to connect customers to experts who can help them with specialized financial services including Wealth Management, Cash Management, and Merchant Processing. Able to act as a banking ambassador out in the community by jointly attending events, tabling, and educating the public on matters of financial literacy and the bank's products and services. Ancillary Duties Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances. Physical Requirements The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the essential job functions of this position, the employee is regularly required to sit, stand, talk, hear, walk, use hands and fingers, handle or feel objects, and reach with hands and arms. At times required to stoop, kneel, bend, crouch and lift up to 50 pounds. This position requires regular use of a computer. Peoples Security Bank and Trust Company is an Equal Opportunity Employer Requirements: Basic Qualifications: Education/Training: A high school diploma or equivalent required. Associate's or Bachelor's degree or General Banking Diploma preferred. Training in customer service, polite and effective communication practices, and relationship building and management needed. Skill(s): Must demonstrate ability to communicate across various channels (face-to-face, email, video conference, text/chat, social media); good interpersonal relationship skills; strong problem solving skills; possess a sound knowledge of branch transactional tasks and operations; be conversant in consumer and business financial products and services; solid consumer lending skills; proficient in use of various types of technology and software. Experience: A minimum of 4-6 years' experience in a related position normally required. PIc968c695c7ea-2568
08/18/2026
Full time
Description: General Responsibilities: Delivers exceptional experience to customers and prospects with a focus on meeting the financial needs of all areas of our community. Counsels clients, providing needs-based financial solutions. Actively seeks opportunities to expand relationships. Capable of supporting clients in-person or virtually. Responsible for working as an active member of the branch office sales/service team and providing support related to the day-to-day branch operational activities and financial services of the Bank. Essential Duties: Performs various duties relating to the Branch as follows: Successful Completion of One Bank/One Team/One Brand discipline of collaboration and teamwork in order to achieve bank objectives. Processes various customer transactions (checks, deposits, withdrawals, payments, money orders, cashier's checks, cash advances, wires, etc.) efficiently, accurately and compliantly. Balances cash drawer, night deposits, and balances and services the ATM. Assists with vault-related and ancillary operational duties. Well-practiced in policy and procedure and keeps up-to-date on banking regulation changes to ensure compliance in order to protect customer and Bank assets at all times. And keeps up-to-date on banking regulation changes to ensure compliance. Maintains working knowledge of Bank's consumer deposit and loan product offerings as well as business deposit and cash management services. Provides exemplary customer service, fielding questions concerning deposit account and loan activity, fees, etc. Uses available resources to research more complicated matters, ensuring client concerns are addressed in a timely manner. Engages and advises customers in person and/or virtually in order to attract, retain, and grow relationships. Assists clients with deposit account and ancillary service selections in line with their needs, opening them in a timely manner. Counsels clients on consumer financing options. Processes and closes consumer loans. Demonstrates and educates our customer base on our technology products and services. Collaborates with internal partners to connect customers to experts who can help them with specialized financial services including Wealth Management, Cash Management, and Merchant Processing. Able to act as a banking ambassador out in the community by jointly attending events, tabling, and educating the public on matters of financial literacy and the bank's products and services. Ancillary Duties Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances. Physical Requirements The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the essential job functions of this position, the employee is regularly required to sit, stand, talk, hear, walk, use hands and fingers, handle or feel objects, and reach with hands and arms. At times required to stoop, kneel, bend, crouch and lift up to 50 pounds. This position requires regular use of a computer. Peoples Security Bank and Trust Company is an Equal Opportunity Employer Requirements: Basic Qualifications: Education/Training: A high school diploma or equivalent required. Associate's or Bachelor's degree or General Banking Diploma preferred. Training in customer service, polite and effective communication practices, and relationship building and management needed. Skill(s): Must demonstrate ability to communicate across various channels (face-to-face, email, video conference, text/chat, social media); good interpersonal relationship skills; strong problem solving skills; possess a sound knowledge of branch transactional tasks and operations; be conversant in consumer and business financial products and services; solid consumer lending skills; proficient in use of various types of technology and software. Experience: A minimum of 4-6 years' experience in a related position normally required. PIc968c695c7ea-2568
About DataScan by Solifi: Headquartered in Alpharetta, Georgia, DataScan stands at the forefront of delivering cutting-edge wholesale asset financing and inventory risk management solutions. Our commitment lies in empowering lenders to efficiently oversee their operations and manage risk through our technologies, knowledge, and expertise. With our connected commercial ecosystem, we continue to transform the landscape of dealer commercial lending. Location: Field-Based (On the Road) - Candidates must live in the Sarasota, FL - Florida DataScan's Risk Management Operations team is seeking Field Risk Specialists to support our growing North American business unit by performing floorplan inventory audits at automotive, equipment, powersports and other dealerships within an assigned territory. In this role, you will be responsible for physically verifying inventory, reviewing dealer records, and identifying discrepancies related to sold, missing, damaged, and off-site units. You will work directly with dealership personnel to reconcile findings, document results, and ensure the accuracy of information captured in DataScan's mobile audit application. This position plays an important role in helping clients manage risk and maintain accurate inventory reporting. This is a field-based position that requires strong attention to detail, sound judgment, and the ability to work independently and in various weather conditions. You will regularly interact with dealership staff and client representatives, communicate audit results, and assess risk conditions. Candidates should be comfortable working in both indoor and outdoor environments and able to manage travel within their assigned territory, including occasional overnight stays. This role is well-suited for individuals who are dependable, organized, and capable of making informed decisions in a fast-paced environment. Essential Functions Verify in-stock inventory by inspecting VIN/serial numbers for each floorplanned unit, often outdoors and in varying weather conditions Meet with authorized dealership personnel to research and determine the status of missing inventory units Review and validate dealer records and supporting documentation related to sold, missing, damaged inventory and off-site collateral Verify the status and accuracy of MSOs (Manufacturer Statements of Origin) and vehicle titles Accurately record inventory status and audit findings using a mobile device audit application Document dealership visit details and audit observations Review audit results with dealership personnel in a clear and professional manner Communicate audit results, dealer conditions, and potential risk exposure to client representatives Qualifications Ability to work independently and within a team setting Strong work ethic and accountability Professional demeanor with effective communication and interpersonal skills Strong problem-solving and decision-making abilities Basic computer proficiency required Valid driver's license and safe driving record Ability to travel overnight as needed by vehicle or air travel (4 to 5 nights per month) Ability to perform physical tasks such as clearing snow or ice from VIN/serial numbers, lifting or moving inventory boxes as needed, and bending, reaching, or stooping Must be able to drive for extended periods of time depending on market assignment High school diploma or GED required; college education preferred Prior experience in floorplan auditing, financial services, automotive, customer service, field services, or a related industry is preferred but not required Compensation & Benefits At DataScan, our associates are a key part of our success. We offer a competitive compensation and benefits package designed to support both your professional and personal well-being. Base Salary: $43,000-44,625 annually Company vehicle or monthly vehicle allowance Expense reimbursement Overnight travel reimbursement, including meal allowance Health insurance (multiple plan options available) Dental and vision insurance Health savings account (HSA) and flexible spending account (FSA) options 401(k) retirement plan with company contributions Paid time off Paid parental leave Tuition reimbursement Wellness incentives Employee assistance program Life insurance Short & Long Term Disability Referral program DataScan Alpharetta GA Facebook Careers DataScan () Homepage Solifi Learn More at: Onsite Floorplan Physical Audit Solution DataScan Compensation details: 5 Yearly Salary PIcc8f552c6-
08/18/2026
Full time
About DataScan by Solifi: Headquartered in Alpharetta, Georgia, DataScan stands at the forefront of delivering cutting-edge wholesale asset financing and inventory risk management solutions. Our commitment lies in empowering lenders to efficiently oversee their operations and manage risk through our technologies, knowledge, and expertise. With our connected commercial ecosystem, we continue to transform the landscape of dealer commercial lending. Location: Field-Based (On the Road) - Candidates must live in the Sarasota, FL - Florida DataScan's Risk Management Operations team is seeking Field Risk Specialists to support our growing North American business unit by performing floorplan inventory audits at automotive, equipment, powersports and other dealerships within an assigned territory. In this role, you will be responsible for physically verifying inventory, reviewing dealer records, and identifying discrepancies related to sold, missing, damaged, and off-site units. You will work directly with dealership personnel to reconcile findings, document results, and ensure the accuracy of information captured in DataScan's mobile audit application. This position plays an important role in helping clients manage risk and maintain accurate inventory reporting. This is a field-based position that requires strong attention to detail, sound judgment, and the ability to work independently and in various weather conditions. You will regularly interact with dealership staff and client representatives, communicate audit results, and assess risk conditions. Candidates should be comfortable working in both indoor and outdoor environments and able to manage travel within their assigned territory, including occasional overnight stays. This role is well-suited for individuals who are dependable, organized, and capable of making informed decisions in a fast-paced environment. Essential Functions Verify in-stock inventory by inspecting VIN/serial numbers for each floorplanned unit, often outdoors and in varying weather conditions Meet with authorized dealership personnel to research and determine the status of missing inventory units Review and validate dealer records and supporting documentation related to sold, missing, damaged inventory and off-site collateral Verify the status and accuracy of MSOs (Manufacturer Statements of Origin) and vehicle titles Accurately record inventory status and audit findings using a mobile device audit application Document dealership visit details and audit observations Review audit results with dealership personnel in a clear and professional manner Communicate audit results, dealer conditions, and potential risk exposure to client representatives Qualifications Ability to work independently and within a team setting Strong work ethic and accountability Professional demeanor with effective communication and interpersonal skills Strong problem-solving and decision-making abilities Basic computer proficiency required Valid driver's license and safe driving record Ability to travel overnight as needed by vehicle or air travel (4 to 5 nights per month) Ability to perform physical tasks such as clearing snow or ice from VIN/serial numbers, lifting or moving inventory boxes as needed, and bending, reaching, or stooping Must be able to drive for extended periods of time depending on market assignment High school diploma or GED required; college education preferred Prior experience in floorplan auditing, financial services, automotive, customer service, field services, or a related industry is preferred but not required Compensation & Benefits At DataScan, our associates are a key part of our success. We offer a competitive compensation and benefits package designed to support both your professional and personal well-being. Base Salary: $43,000-44,625 annually Company vehicle or monthly vehicle allowance Expense reimbursement Overnight travel reimbursement, including meal allowance Health insurance (multiple plan options available) Dental and vision insurance Health savings account (HSA) and flexible spending account (FSA) options 401(k) retirement plan with company contributions Paid time off Paid parental leave Tuition reimbursement Wellness incentives Employee assistance program Life insurance Short & Long Term Disability Referral program DataScan Alpharetta GA Facebook Careers DataScan () Homepage Solifi Learn More at: Onsite Floorplan Physical Audit Solution DataScan Compensation details: 5 Yearly Salary PIcc8f552c6-
About DataScan by Solifi: Headquartered in Alpharetta, Georgia, DataScan stands at the forefront of delivering cutting-edge wholesale asset financing and inventory risk management solutions. Our commitment lies in empowering lenders to efficiently oversee their operations and manage risk through our technologies, knowledge, and expertise. With our connected commercial ecosystem, we continue to transform the landscape of dealer commercial lending. Location: Field-Based (On the Road) Candidates must live within 30 minutes of Ogden, UT DataScan's Risk Management Operations team is seeking Field Risk Specialists to support our growing North American business unit by performing floorplan inventory audits at automotive, equipment, powersports and other dealerships within an assigned territory. In this role, you will be responsible for physically verifying inventory, reviewing dealer records, and identifying discrepancies related to sold, missing, damaged, and off-site units. You will work directly with dealership personnel to reconcile findings, document results, and ensure the accuracy of information captured in DataScan's mobile audit application. This position plays an important role in helping clients manage risk and maintain accurate inventory reporting. This is a field-based position that requires strong attention to detail, sound judgment, and the ability to work independently and in various weather conditions. You will regularly interact with dealership staff and client representatives, communicate audit results, and assess risk conditions. Candidates should be comfortable working in both indoor and outdoor environments and able to manage travel within their assigned territory, including occasional overnight stays. This role is well-suited for individuals who are dependable, organized, and capable of making informed decisions in a fast-paced environment. Essential Functions Verify in-stock inventory by inspecting VIN/serial numbers for each floorplanned unit, often outdoors and in varying weather conditions Meet with authorized dealership personnel to research and determine the status of missing inventory units Review and validate dealer records and supporting documentation related to sold, missing, damaged inventory and off-site collateral Verify the status and accuracy of MSOs (Manufacturer Statements of Origin) and vehicle titles Accurately record inventory status and audit findings using a mobile device audit application Document dealership visit details and audit observations Review audit results with dealership personnel in a clear and professional manner Communicate audit results, dealer conditions, and potential risk exposure to client representatives Qualifications Ability to work independently and within a team setting Strong work ethic and accountability Professional demeanor with effective communication and interpersonal skills Strong problem-solving and decision-making abilities Basic computer proficiency required Valid driver's license and safe driving record Ability to travel overnight as needed by vehicle or air travel (3 to 5 nights per month) Ability to perform physical tasks such as clearing snow or ice from VIN/serial numbers, lifting or moving inventory boxes as needed, and bending, reaching, or stooping Must be able to drive for extended periods of time depending on market assignment High school diploma or GED required; college education preferred Prior experience in floorplan auditing, financial services, automotive, customer service, field services, or a related industry is preferred but not required Compensation & Benefits At DataScan by Solifi, our associates are a key part of our success. We offer a competitive compensation and benefits package designed to support both your professional and personal well-being. Base Salary: $43,000-44,625 annually Company vehicle or monthly vehicle allowance Expense reimbursement Overnight travel reimbursement, including meal allowance Health insurance (multiple plan options available) Dental and vision insurance Health savings account (HSA) and flexible spending account (FSA) options 401(k) retirement plan with company contributions Paid time off Paid parental leave Tuition reimbursement Wellness incentives Employee assistance program Life insurance Short & Long Term Disability Referral program DataScan Alpharetta GA Facebook Careers DataScan () Homepage Solifi Learn More at: Onsite Floorplan Physical Audit Solution DataScan Compensation details: 5 Yearly Salary PI2e1c71e406da-8676
08/18/2026
Full time
About DataScan by Solifi: Headquartered in Alpharetta, Georgia, DataScan stands at the forefront of delivering cutting-edge wholesale asset financing and inventory risk management solutions. Our commitment lies in empowering lenders to efficiently oversee their operations and manage risk through our technologies, knowledge, and expertise. With our connected commercial ecosystem, we continue to transform the landscape of dealer commercial lending. Location: Field-Based (On the Road) Candidates must live within 30 minutes of Ogden, UT DataScan's Risk Management Operations team is seeking Field Risk Specialists to support our growing North American business unit by performing floorplan inventory audits at automotive, equipment, powersports and other dealerships within an assigned territory. In this role, you will be responsible for physically verifying inventory, reviewing dealer records, and identifying discrepancies related to sold, missing, damaged, and off-site units. You will work directly with dealership personnel to reconcile findings, document results, and ensure the accuracy of information captured in DataScan's mobile audit application. This position plays an important role in helping clients manage risk and maintain accurate inventory reporting. This is a field-based position that requires strong attention to detail, sound judgment, and the ability to work independently and in various weather conditions. You will regularly interact with dealership staff and client representatives, communicate audit results, and assess risk conditions. Candidates should be comfortable working in both indoor and outdoor environments and able to manage travel within their assigned territory, including occasional overnight stays. This role is well-suited for individuals who are dependable, organized, and capable of making informed decisions in a fast-paced environment. Essential Functions Verify in-stock inventory by inspecting VIN/serial numbers for each floorplanned unit, often outdoors and in varying weather conditions Meet with authorized dealership personnel to research and determine the status of missing inventory units Review and validate dealer records and supporting documentation related to sold, missing, damaged inventory and off-site collateral Verify the status and accuracy of MSOs (Manufacturer Statements of Origin) and vehicle titles Accurately record inventory status and audit findings using a mobile device audit application Document dealership visit details and audit observations Review audit results with dealership personnel in a clear and professional manner Communicate audit results, dealer conditions, and potential risk exposure to client representatives Qualifications Ability to work independently and within a team setting Strong work ethic and accountability Professional demeanor with effective communication and interpersonal skills Strong problem-solving and decision-making abilities Basic computer proficiency required Valid driver's license and safe driving record Ability to travel overnight as needed by vehicle or air travel (3 to 5 nights per month) Ability to perform physical tasks such as clearing snow or ice from VIN/serial numbers, lifting or moving inventory boxes as needed, and bending, reaching, or stooping Must be able to drive for extended periods of time depending on market assignment High school diploma or GED required; college education preferred Prior experience in floorplan auditing, financial services, automotive, customer service, field services, or a related industry is preferred but not required Compensation & Benefits At DataScan by Solifi, our associates are a key part of our success. We offer a competitive compensation and benefits package designed to support both your professional and personal well-being. Base Salary: $43,000-44,625 annually Company vehicle or monthly vehicle allowance Expense reimbursement Overnight travel reimbursement, including meal allowance Health insurance (multiple plan options available) Dental and vision insurance Health savings account (HSA) and flexible spending account (FSA) options 401(k) retirement plan with company contributions Paid time off Paid parental leave Tuition reimbursement Wellness incentives Employee assistance program Life insurance Short & Long Term Disability Referral program DataScan Alpharetta GA Facebook Careers DataScan () Homepage Solifi Learn More at: Onsite Floorplan Physical Audit Solution DataScan Compensation details: 5 Yearly Salary PI2e1c71e406da-8676
Description: Job Summary: Works with management to meet/exceed sales goals and provide superior service/support, opening new accounts, expanding customer relationships, establishing mortgage relationships and performing banking transactions. Supervises the team in the absence of the Financial Center Sales & Relationship Manager or Client Service Manager. Mentors new Client Service Representatives. Essential Functions: Works with the financial center sales staff to meet/exceed financial center sales goals by "modeling the way," mentoring/coaching the staff, and using the Customer Needs Analysis (CNA) process to cross-sell additional products/services and generate consumer/mortgage loan activity when applicable. Embracing the "ASK" program. Ensures staff provides superior service to the customers by servicing transactional needs, maintaining confidentiality, and responding to customer questions/requests in a timely manner. Proficient at identifying customer needs, recommending specific products and/or services with quality results-oriented sales from opportunities identified through the CNA and onboarding process. Mentors/develops financial center staff or floating staff by providing regular feedback on performance, providing opportunities for development, making recommendations to reward performance exceeding standards, and handling employee disciplinary issues in a professional, objective, and impartial manner; provides input regarding performance appraisals to management. Ensures staff complies with the Privacy Policy, bank procedures and regulatory/operational/security guidelines by instructing/guiding employees and assisting with performing internal financial center audit functions. Performs banking transactions and opens new accounts. Proficient in balancing the financial center and finding transaction errors. Maintains and balances cash drawer, performs end of day balancing and ATM balancing while following security protocol. Performs account research and problem solving as needed. Upholds customer satisfaction by supporting external and internal customers and answering questions/requests in an effective/timely manner. Maintains customer confidence and protects operations by following the Privacy Policy and keeping information confidential. Complies with bank procedures and follows regulatory, operational and security guidelines. Adheres to the Check Handling Agreement. Successful Mystery Shop scores. Minimal bank monetary losses. Expands customer relationships by making appropriate referrals, such as mortgage/consumer loans when applicable. Secondary Functions: Makes onboarding calls to existing customers and outbound calls as directed by financial center management. Contributes to the team effort by working on special projects/reports, conducting meetings, performing other job-related duties, and accomplishing related results. Standards: Able to supervise the financial center staff and handle customer/employee issues at various locations as evidenced by minimal negative incidents when management is out of office. Achieves personal sales goals, at least 50% of the most recent 6 months and has embraced the "ASK" program, as evidenced by sales reports and tracking forms. Thorough understanding of ERB process and ability to coach staff in quality results-oriented sales interviews at various locations as evidenced by properly completed CNA folders and management observation. Encourages and monitors sales performance of staff to include quality referrals. Demonstrates leadership abilities in communication and interaction with various teams. Actively mentors financial center staff at various locations as evidenced by working with manager on coaching/performance reviews and management observation. Proficient in technical processing of all phases of the CSR position including transactions, opening/closing accounts such as savings, DDA, Commercial DDA, CDs, IRA's, balancing ATM, Safe Deposit processing, vault CSR and wire transfers with minimal difficulty. Demonstrates full understanding of dual control policy/procedures and off-line procedures. Good understanding of all areas of compliance regulations (Reg. CC, Reg. E, Reg. Z, Reg. B, Reg. D, TISA, Privacy Act, BSA, etc.) as evidenced by absence of regulation violations. Demonstrates accuracy in balancing at 90% or better and the ability to assist staff in finding outages as evidenced by management observation and balancing documentation. Must complete and pass all mandatory training sessions, classroom, computer-based training and self-study as scheduled by manager within specified timelines or as classes are available. Demonstrates excellent customer service/sales skills both in person and on telephone as evidenced by management observation and properly completed CNA folders. Consistently resolves customer service issues without having to involve a manager. Ability to present information effectively at sales/staff meetings and perform/oversee teleconsulting. Receives favorable reports from support departments for own performance and performance of staff. Returns phone calls or responds to requests and/or questions within 24-hours. Sets the standard for staff on professionalism, customer service, teamwork, attendance, and punctuality as evidenced by management observation. When applicable, makes quality referrals for consumer/mortgage loans as evidenced by sales reports and tracking forms. When applicable, proficient in all phases of consumer loan processing as evidenced by minimal errors reported by Consumer Lending Quality Control. Requirements: Physical Demands: Talking-Ability to express or exchange ideas by means of the spoken word. Hearing-Ability to receive detailed information through oral communication. Seeing-Ability to view a computer screen for an extended period of time and/or identify individuals visually. Standing-Ability to stand on feet for long periods of time. Walking-Ability to use feet and legs to move from one place to another specifically in narrow/confined spaces. Finger dexterity-Ability to work with fingers for handling coins or other small objects and use a keyboard. Reaching-Ability to extend hand/arms in any direction to move/handle objects. Lifting-Ability to lift and/or move up to 25 pounds. Knowledge, Skills and Abilities: Associate's Degree in related field or equivalent business experience required. Minimum of 18 months combination banking and/or sales experience required, 6 months with Liberty preferred. Demonstrated skills with new accounts and consumer loans required. Able to utilize sales techniques to expand banking relationships and a strong knowledge of bank operations/products and compliance regulations is required. Strong communication skills and the ability to communicate with all types of individuals, provide superior customer service and work well with others is required. Able to demonstrate a professional courteous manner, present a well-groomed, business-like appearance, demonstrate good presentation abilities and use proper telephone etiquette/grammar is required. Able to work a flexible schedule and travel to various financial centers as needed. Good basic computer skills and the ability to utilize industry-related software is required. Demonstrated skills in accuracy/balancing and cash handling. An Equal Employment Opportunity Employer Minorities/Females/Veterans/Disabilities PM19 PI90dd22d7bd3a-8016
08/18/2026
Full time
Description: Job Summary: Works with management to meet/exceed sales goals and provide superior service/support, opening new accounts, expanding customer relationships, establishing mortgage relationships and performing banking transactions. Supervises the team in the absence of the Financial Center Sales & Relationship Manager or Client Service Manager. Mentors new Client Service Representatives. Essential Functions: Works with the financial center sales staff to meet/exceed financial center sales goals by "modeling the way," mentoring/coaching the staff, and using the Customer Needs Analysis (CNA) process to cross-sell additional products/services and generate consumer/mortgage loan activity when applicable. Embracing the "ASK" program. Ensures staff provides superior service to the customers by servicing transactional needs, maintaining confidentiality, and responding to customer questions/requests in a timely manner. Proficient at identifying customer needs, recommending specific products and/or services with quality results-oriented sales from opportunities identified through the CNA and onboarding process. Mentors/develops financial center staff or floating staff by providing regular feedback on performance, providing opportunities for development, making recommendations to reward performance exceeding standards, and handling employee disciplinary issues in a professional, objective, and impartial manner; provides input regarding performance appraisals to management. Ensures staff complies with the Privacy Policy, bank procedures and regulatory/operational/security guidelines by instructing/guiding employees and assisting with performing internal financial center audit functions. Performs banking transactions and opens new accounts. Proficient in balancing the financial center and finding transaction errors. Maintains and balances cash drawer, performs end of day balancing and ATM balancing while following security protocol. Performs account research and problem solving as needed. Upholds customer satisfaction by supporting external and internal customers and answering questions/requests in an effective/timely manner. Maintains customer confidence and protects operations by following the Privacy Policy and keeping information confidential. Complies with bank procedures and follows regulatory, operational and security guidelines. Adheres to the Check Handling Agreement. Successful Mystery Shop scores. Minimal bank monetary losses. Expands customer relationships by making appropriate referrals, such as mortgage/consumer loans when applicable. Secondary Functions: Makes onboarding calls to existing customers and outbound calls as directed by financial center management. Contributes to the team effort by working on special projects/reports, conducting meetings, performing other job-related duties, and accomplishing related results. Standards: Able to supervise the financial center staff and handle customer/employee issues at various locations as evidenced by minimal negative incidents when management is out of office. Achieves personal sales goals, at least 50% of the most recent 6 months and has embraced the "ASK" program, as evidenced by sales reports and tracking forms. Thorough understanding of ERB process and ability to coach staff in quality results-oriented sales interviews at various locations as evidenced by properly completed CNA folders and management observation. Encourages and monitors sales performance of staff to include quality referrals. Demonstrates leadership abilities in communication and interaction with various teams. Actively mentors financial center staff at various locations as evidenced by working with manager on coaching/performance reviews and management observation. Proficient in technical processing of all phases of the CSR position including transactions, opening/closing accounts such as savings, DDA, Commercial DDA, CDs, IRA's, balancing ATM, Safe Deposit processing, vault CSR and wire transfers with minimal difficulty. Demonstrates full understanding of dual control policy/procedures and off-line procedures. Good understanding of all areas of compliance regulations (Reg. CC, Reg. E, Reg. Z, Reg. B, Reg. D, TISA, Privacy Act, BSA, etc.) as evidenced by absence of regulation violations. Demonstrates accuracy in balancing at 90% or better and the ability to assist staff in finding outages as evidenced by management observation and balancing documentation. Must complete and pass all mandatory training sessions, classroom, computer-based training and self-study as scheduled by manager within specified timelines or as classes are available. Demonstrates excellent customer service/sales skills both in person and on telephone as evidenced by management observation and properly completed CNA folders. Consistently resolves customer service issues without having to involve a manager. Ability to present information effectively at sales/staff meetings and perform/oversee teleconsulting. Receives favorable reports from support departments for own performance and performance of staff. Returns phone calls or responds to requests and/or questions within 24-hours. Sets the standard for staff on professionalism, customer service, teamwork, attendance, and punctuality as evidenced by management observation. When applicable, makes quality referrals for consumer/mortgage loans as evidenced by sales reports and tracking forms. When applicable, proficient in all phases of consumer loan processing as evidenced by minimal errors reported by Consumer Lending Quality Control. Requirements: Physical Demands: Talking-Ability to express or exchange ideas by means of the spoken word. Hearing-Ability to receive detailed information through oral communication. Seeing-Ability to view a computer screen for an extended period of time and/or identify individuals visually. Standing-Ability to stand on feet for long periods of time. Walking-Ability to use feet and legs to move from one place to another specifically in narrow/confined spaces. Finger dexterity-Ability to work with fingers for handling coins or other small objects and use a keyboard. Reaching-Ability to extend hand/arms in any direction to move/handle objects. Lifting-Ability to lift and/or move up to 25 pounds. Knowledge, Skills and Abilities: Associate's Degree in related field or equivalent business experience required. Minimum of 18 months combination banking and/or sales experience required, 6 months with Liberty preferred. Demonstrated skills with new accounts and consumer loans required. Able to utilize sales techniques to expand banking relationships and a strong knowledge of bank operations/products and compliance regulations is required. Strong communication skills and the ability to communicate with all types of individuals, provide superior customer service and work well with others is required. Able to demonstrate a professional courteous manner, present a well-groomed, business-like appearance, demonstrate good presentation abilities and use proper telephone etiquette/grammar is required. Able to work a flexible schedule and travel to various financial centers as needed. Good basic computer skills and the ability to utilize industry-related software is required. Demonstrated skills in accuracy/balancing and cash handling. An Equal Employment Opportunity Employer Minorities/Females/Veterans/Disabilities PM19 PI90dd22d7bd3a-8016
Peoples Security Bank & Trust Company
Lebanon, Pennsylvania
Description: General Responsibilities: Delivers exceptional experience to customers and prospects with a focus on meeting the financial needs of all areas of our community. Counsels clients, providing needs-based financial solutions. Actively seeks opportunities to expand relationships. Capable of supporting clients in-person or virtually. Responsible for working as an active member of the branch office sales/service team and providing support related to the day-to-day branch operational activities and financial services of the Bank. Essential Duties: Performs various duties relating to the Branch as follows: Successful Completion of One Bank/One Team/One Brand discipline of collaboration and teamwork in order to achieve bank objectives. Processes various customer transactions (checks, deposits, withdrawals, payments, money orders, cashier's checks, cash advances, wires, etc.) efficiently, accurately and compliantly. Balances cash drawer, night deposits, and balances and services the ATM. Assists with vault-related and ancillary operational duties. Well-practiced in policy and procedure and keeps up-to-date on banking regulation changes to ensure compliance in order to protect customer and Bank assets at all times. And keeps up-to-date on banking regulation changes to ensure compliance. Maintains working knowledge of Bank's consumer deposit and loan product offerings as well as business deposit and cash management services. Provides exemplary customer service, fielding questions concerning deposit account and loan activity, fees, etc. Uses available resources to research more complicated matters, ensuring client concerns are addressed in a timely manner. Engages and advises customers in person and/or virtually in order to attract, retain, and grow relationships. Assists clients with deposit account and ancillary service selections in line with their needs, opening them in a timely manner. Counsels clients on consumer financing options. Processes and closes consumer loans. Demonstrates and educates our customer base on our technology products and services. Collaborates with internal partners to connect customers to experts who can help them with specialized financial services including Wealth Management, Cash Management, and Merchant Processing. Able to act as a banking ambassador out in the community by jointly attending events, tabling, and educating the public on matters of financial literacy and the bank's products and services. Ancillary Duties Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances. Physical Requirements The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the essential job functions of this position, the employee is regularly required to sit, stand, talk, hear, walk, use hands and fingers, handle or feel objects, and reach with hands and arms. At times required to stoop, kneel, bend, crouch and lift up to 50 pounds. This position requires regular use of a computer. Peoples Security Bank and Trust Company is an Equal Opportunity Employer Requirements: Basic Qualifications: Education/Training: A high school diploma or equivalent required. Associate's or Bachelor's degree or General Banking Diploma preferred. Training in customer service, polite and effective communication practices, and relationship building and management needed. Skill(s): Must demonstrate ability to communicate across various channels (face-to-face, email, video conference, text/chat, social media); good interpersonal relationship skills; strong problem solving skills; possess a sound knowledge of branch transactional tasks and operations; be conversant in consumer and business financial products and services; solid consumer lending skills; proficient in use of various types of technology and software. Experience: A minimum of 4-6 years' experience in a related position normally required. PI0f5-
08/17/2026
Full time
Description: General Responsibilities: Delivers exceptional experience to customers and prospects with a focus on meeting the financial needs of all areas of our community. Counsels clients, providing needs-based financial solutions. Actively seeks opportunities to expand relationships. Capable of supporting clients in-person or virtually. Responsible for working as an active member of the branch office sales/service team and providing support related to the day-to-day branch operational activities and financial services of the Bank. Essential Duties: Performs various duties relating to the Branch as follows: Successful Completion of One Bank/One Team/One Brand discipline of collaboration and teamwork in order to achieve bank objectives. Processes various customer transactions (checks, deposits, withdrawals, payments, money orders, cashier's checks, cash advances, wires, etc.) efficiently, accurately and compliantly. Balances cash drawer, night deposits, and balances and services the ATM. Assists with vault-related and ancillary operational duties. Well-practiced in policy and procedure and keeps up-to-date on banking regulation changes to ensure compliance in order to protect customer and Bank assets at all times. And keeps up-to-date on banking regulation changes to ensure compliance. Maintains working knowledge of Bank's consumer deposit and loan product offerings as well as business deposit and cash management services. Provides exemplary customer service, fielding questions concerning deposit account and loan activity, fees, etc. Uses available resources to research more complicated matters, ensuring client concerns are addressed in a timely manner. Engages and advises customers in person and/or virtually in order to attract, retain, and grow relationships. Assists clients with deposit account and ancillary service selections in line with their needs, opening them in a timely manner. Counsels clients on consumer financing options. Processes and closes consumer loans. Demonstrates and educates our customer base on our technology products and services. Collaborates with internal partners to connect customers to experts who can help them with specialized financial services including Wealth Management, Cash Management, and Merchant Processing. Able to act as a banking ambassador out in the community by jointly attending events, tabling, and educating the public on matters of financial literacy and the bank's products and services. Ancillary Duties Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances. Physical Requirements The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the essential job functions of this position, the employee is regularly required to sit, stand, talk, hear, walk, use hands and fingers, handle or feel objects, and reach with hands and arms. At times required to stoop, kneel, bend, crouch and lift up to 50 pounds. This position requires regular use of a computer. Peoples Security Bank and Trust Company is an Equal Opportunity Employer Requirements: Basic Qualifications: Education/Training: A high school diploma or equivalent required. Associate's or Bachelor's degree or General Banking Diploma preferred. Training in customer service, polite and effective communication practices, and relationship building and management needed. Skill(s): Must demonstrate ability to communicate across various channels (face-to-face, email, video conference, text/chat, social media); good interpersonal relationship skills; strong problem solving skills; possess a sound knowledge of branch transactional tasks and operations; be conversant in consumer and business financial products and services; solid consumer lending skills; proficient in use of various types of technology and software. Experience: A minimum of 4-6 years' experience in a related position normally required. PI0f5-
Peoples Security Bank & Trust Company
Doylestown, Pennsylvania
Description: General Responsibilities Responsible for performing various duties to meet the commercial services needs of individuals or business customers as well as developing and managing relationships; achieving customer service goals as established in the division's annual operating plan; directly supervising assigned personnel; complying with operating policies and procedures established for the commercial lending function; communicating with appropriate personnel; responding to inquiries or requests for information; maintaining appropriate records and providing assigned reports; providing guidance and on-the-job training to Commercial Loan Officer I(s) and II(s), and III(s). Essential Duties Performs a variety of duties to meet the commercial services needs of business customers as follows: Manages an individual loan portfolio; maintains ongoing business relationships with present customers in order to take advantage of additional cross-selling opportunities. Jointly establishes quantitative sales objectives, with assigned supervisor, on an annual basis; this activity to be integrated with the Bank's annual budget. Makes outside calls and solicits new business from present and prospective customers. Provides sales information on a timely basis in order that this information may be included as part of customer service and sales performance reports. Monitors individual sales performance versus objectives on a regular basis; discusses performance with appropriate supervisor on a frequent basis. Serves as a member of the Bank's sales team; makes group sales calls where these types of calls will improve the opportunity for new business development. Maintains a thorough knowledge of the features and benefits of all bank commercial products and services in order to ascertain customer needs and to sell in conjunction with these needs. Collects and analyzes financial, credit, and related information; provides direct service to commercial customers of the Bank with respect to deposit, loan, and other miscellaneous products and services; negotiates provisions and structures of loans Makes presentations to appropriate loan committee. Assists customers in obtaining specialized services from other bank departments as necessary; provides help to customers with specific inquiries or service problems. Maintains a working knowledge of bank operating policies and procedures which impact commercial services. Prepares and maintains accurate records of all customer service calls made and meetings held with present and prospective customers. Actively represents the Bank in public relations and other related community activities. May attend sales and trade meetings as a bank representative to develop new business and to gain information and leads on new business relationships. Monitors loan repayment activities of assigned loan portfolio. Directly supervises assigned personnel as follows: Assists in the selection of new personnel as appropriate. Makes provisions for the proper orientation and training of new personnel. Reviews employee performance throughout the probationary period and on a regularly scheduled basis thereafter. Organizes, schedules, and distributes work among assigned personnel. Keeps personnel informed of pertinent policies and procedures affecting the office and/or their jobs; creates an atmosphere in which upward communication from employees is encouraged. Administers personnel policies and procedures as established by bank policy. Requirements: Education/Training: A B.S. or B.A. degree in a related field normally required; specialized commercial banking education and/or training. Skill(s): Must demonstrate strong communication skills; proficient written, analytical and mathematics skills; proficient interpersonal relations, communicative, and sales skills; a thorough knowledge of the features and benefits of all bank commercial products and services; a working knowledge of bank operating policies and procedures which impact commercial lending; proficient PC skills, including Microsoft Word and Excel; technical skills sufficient to provide guidance and training to Commercial Loan Officer I(s), II(s), and III(s). Experience: A minimum of nine (9) years' experience in related positions normally required. Ancillary Duties Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances. Physical Requirements The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the essential job functions of this position, the employee is regularly required to sit, stand, talk, hear, walk, use hands and fingers, handle or feel objects, and reach with hands and arms. At times required to stoop, kneel, bend, crouch and lift up to 25 pounds. This position requires regular use of a computer. Peoples Security Bank and Trust Company is an Equal Opportunity Employer PI0992f197c6e5-0556
08/17/2026
Full time
Description: General Responsibilities Responsible for performing various duties to meet the commercial services needs of individuals or business customers as well as developing and managing relationships; achieving customer service goals as established in the division's annual operating plan; directly supervising assigned personnel; complying with operating policies and procedures established for the commercial lending function; communicating with appropriate personnel; responding to inquiries or requests for information; maintaining appropriate records and providing assigned reports; providing guidance and on-the-job training to Commercial Loan Officer I(s) and II(s), and III(s). Essential Duties Performs a variety of duties to meet the commercial services needs of business customers as follows: Manages an individual loan portfolio; maintains ongoing business relationships with present customers in order to take advantage of additional cross-selling opportunities. Jointly establishes quantitative sales objectives, with assigned supervisor, on an annual basis; this activity to be integrated with the Bank's annual budget. Makes outside calls and solicits new business from present and prospective customers. Provides sales information on a timely basis in order that this information may be included as part of customer service and sales performance reports. Monitors individual sales performance versus objectives on a regular basis; discusses performance with appropriate supervisor on a frequent basis. Serves as a member of the Bank's sales team; makes group sales calls where these types of calls will improve the opportunity for new business development. Maintains a thorough knowledge of the features and benefits of all bank commercial products and services in order to ascertain customer needs and to sell in conjunction with these needs. Collects and analyzes financial, credit, and related information; provides direct service to commercial customers of the Bank with respect to deposit, loan, and other miscellaneous products and services; negotiates provisions and structures of loans Makes presentations to appropriate loan committee. Assists customers in obtaining specialized services from other bank departments as necessary; provides help to customers with specific inquiries or service problems. Maintains a working knowledge of bank operating policies and procedures which impact commercial services. Prepares and maintains accurate records of all customer service calls made and meetings held with present and prospective customers. Actively represents the Bank in public relations and other related community activities. May attend sales and trade meetings as a bank representative to develop new business and to gain information and leads on new business relationships. Monitors loan repayment activities of assigned loan portfolio. Directly supervises assigned personnel as follows: Assists in the selection of new personnel as appropriate. Makes provisions for the proper orientation and training of new personnel. Reviews employee performance throughout the probationary period and on a regularly scheduled basis thereafter. Organizes, schedules, and distributes work among assigned personnel. Keeps personnel informed of pertinent policies and procedures affecting the office and/or their jobs; creates an atmosphere in which upward communication from employees is encouraged. Administers personnel policies and procedures as established by bank policy. Requirements: Education/Training: A B.S. or B.A. degree in a related field normally required; specialized commercial banking education and/or training. Skill(s): Must demonstrate strong communication skills; proficient written, analytical and mathematics skills; proficient interpersonal relations, communicative, and sales skills; a thorough knowledge of the features and benefits of all bank commercial products and services; a working knowledge of bank operating policies and procedures which impact commercial lending; proficient PC skills, including Microsoft Word and Excel; technical skills sufficient to provide guidance and training to Commercial Loan Officer I(s), II(s), and III(s). Experience: A minimum of nine (9) years' experience in related positions normally required. Ancillary Duties Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances. Physical Requirements The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the essential job functions of this position, the employee is regularly required to sit, stand, talk, hear, walk, use hands and fingers, handle or feel objects, and reach with hands and arms. At times required to stoop, kneel, bend, crouch and lift up to 25 pounds. This position requires regular use of a computer. Peoples Security Bank and Trust Company is an Equal Opportunity Employer PI0992f197c6e5-0556
About DataScan by Solifi: Headquartered in Alpharetta, Georgia, DataScan stands at the forefront of delivering cutting-edge wholesale asset financing and inventory risk management solutions. Our commitment lies in empowering lenders to efficiently oversee their operations and manage risk through our technologies, knowledge, and expertise. With our connected commercial ecosystem, we continue to transform the landscape of dealer commercial lending. Location: Field-Based (On the Road) - Candidates must live in the South Florida; Ideally in Miami but can live anywhere from Jupiter to Homestead, FL. DataScan's Risk Management Operations team is seeking Field Risk Specialists to support our growing North American business unit by performing floorplan inventory audits at automotive, equipment, powersports and other dealerships within an assigned territory. In this role, you will be responsible for physically verifying inventory, reviewing dealer records, and identifying discrepancies related to sold, missing, damaged, and off-site units. You will work directly with dealership personnel to reconcile findings, document results, and ensure the accuracy of information captured in DataScan's mobile audit application. This position plays an important role in helping clients manage risk and maintain accurate inventory reporting. This is a field-based position that requires strong attention to detail, sound judgment, and the ability to work independently and in various weather conditions. You will regularly interact with dealership staff and client representatives, communicate audit results, and assess risk conditions. Candidates should be comfortable working in both indoor and outdoor environments and able to manage travel within their assigned territory, including occasional overnight stays. This role is well-suited for individuals who are dependable, organized, and capable of making informed decisions in a fast-paced environment. Essential Functions Verify in-stock inventory by inspecting VIN/serial numbers for each floorplanned unit, often outdoors and in varying weather conditions Meet with authorized dealership personnel to research and determine the status of missing inventory units Review and validate dealer records and supporting documentation related to sold, missing, damaged inventory and off-site collateral Verify the status and accuracy of MSOs (Manufacturer Statements of Origin) and vehicle titlesAccurately record inventory status and audit findings using a mobile device audit applicationDocument dealership visit details and audit observationsReview audit results with dealership personnel in a clear and professional mannerCommunicate audit results, dealer conditions, and potential risk exposure to client representatives Qualifications Ability to work independently and within a team settingStrong work ethic and accountabilityProfessional demeanor with effective communication and interpersonal skillsStrong problem-solving and decision-making abilitiesBasic computer proficiency requiredValid driver's license and safe driving recordAbility to travel overnight as needed by vehicle or air travel (10 to 12 nights per month) Ability to perform physical tasks such as clearing snow or ice from VIN/serial numbers, lifting or moving inventory boxes as needed, and bending, reaching, or stoopingMust be able to drive for extended periods of time depending on market assignmentHigh school diploma or GED required; college education preferredPrior experience in floorplan auditing, financial services, automotive, customer service, field services, or a related industry is preferred but not required Compensation & Benefits At DataScan, our associates are a key part of our success. We offer a competitive compensation and benefits package designed to support both your professional and personal well-being. Base Salary: $43,000-44,625 annuallyCompany vehicle or monthly vehicle allowanceExpense reimbursementOvernight travel reimbursement, including meal allowanceHealth insurance (multiple plan options available)Dental and vision insuranceHealth savings account (HSA) and flexible spending account (FSA) options401(k) retirement plan with company contributionsPaid time offPaid parental leaveTuition reimbursementWellness incentivesEmployee assistance programLife insuranceShort & Long Term DisabilityReferral program DataScan Alpharetta GA Facebook Careers DataScan () Homepage Solifi Learn More at: Onsite Floorplan Physical Audit Solution DataScan Compensation details: 5 Yearly Salary PI3b5952e2e4e8-5565
08/17/2026
Full time
About DataScan by Solifi: Headquartered in Alpharetta, Georgia, DataScan stands at the forefront of delivering cutting-edge wholesale asset financing and inventory risk management solutions. Our commitment lies in empowering lenders to efficiently oversee their operations and manage risk through our technologies, knowledge, and expertise. With our connected commercial ecosystem, we continue to transform the landscape of dealer commercial lending. Location: Field-Based (On the Road) - Candidates must live in the South Florida; Ideally in Miami but can live anywhere from Jupiter to Homestead, FL. DataScan's Risk Management Operations team is seeking Field Risk Specialists to support our growing North American business unit by performing floorplan inventory audits at automotive, equipment, powersports and other dealerships within an assigned territory. In this role, you will be responsible for physically verifying inventory, reviewing dealer records, and identifying discrepancies related to sold, missing, damaged, and off-site units. You will work directly with dealership personnel to reconcile findings, document results, and ensure the accuracy of information captured in DataScan's mobile audit application. This position plays an important role in helping clients manage risk and maintain accurate inventory reporting. This is a field-based position that requires strong attention to detail, sound judgment, and the ability to work independently and in various weather conditions. You will regularly interact with dealership staff and client representatives, communicate audit results, and assess risk conditions. Candidates should be comfortable working in both indoor and outdoor environments and able to manage travel within their assigned territory, including occasional overnight stays. This role is well-suited for individuals who are dependable, organized, and capable of making informed decisions in a fast-paced environment. Essential Functions Verify in-stock inventory by inspecting VIN/serial numbers for each floorplanned unit, often outdoors and in varying weather conditions Meet with authorized dealership personnel to research and determine the status of missing inventory units Review and validate dealer records and supporting documentation related to sold, missing, damaged inventory and off-site collateral Verify the status and accuracy of MSOs (Manufacturer Statements of Origin) and vehicle titlesAccurately record inventory status and audit findings using a mobile device audit applicationDocument dealership visit details and audit observationsReview audit results with dealership personnel in a clear and professional mannerCommunicate audit results, dealer conditions, and potential risk exposure to client representatives Qualifications Ability to work independently and within a team settingStrong work ethic and accountabilityProfessional demeanor with effective communication and interpersonal skillsStrong problem-solving and decision-making abilitiesBasic computer proficiency requiredValid driver's license and safe driving recordAbility to travel overnight as needed by vehicle or air travel (10 to 12 nights per month) Ability to perform physical tasks such as clearing snow or ice from VIN/serial numbers, lifting or moving inventory boxes as needed, and bending, reaching, or stoopingMust be able to drive for extended periods of time depending on market assignmentHigh school diploma or GED required; college education preferredPrior experience in floorplan auditing, financial services, automotive, customer service, field services, or a related industry is preferred but not required Compensation & Benefits At DataScan, our associates are a key part of our success. We offer a competitive compensation and benefits package designed to support both your professional and personal well-being. Base Salary: $43,000-44,625 annuallyCompany vehicle or monthly vehicle allowanceExpense reimbursementOvernight travel reimbursement, including meal allowanceHealth insurance (multiple plan options available)Dental and vision insuranceHealth savings account (HSA) and flexible spending account (FSA) options401(k) retirement plan with company contributionsPaid time offPaid parental leaveTuition reimbursementWellness incentivesEmployee assistance programLife insuranceShort & Long Term DisabilityReferral program DataScan Alpharetta GA Facebook Careers DataScan () Homepage Solifi Learn More at: Onsite Floorplan Physical Audit Solution DataScan Compensation details: 5 Yearly Salary PI3b5952e2e4e8-5565
It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The GTB Leveraged Finance Specialist serves as an SME responsible for the origination of structured solutions within the trade finance and working capital area. These involve securitizations, receivables repos, secured lending, inventory finance, prepayment finance, contract monetization, receivables finance, and other Structured Trade & Commodities Finance sub-products. As such, you will: Be directly responsible for the growth of trade and working capital solutions with Santander's leveraged finance client base, including portfolio companies of financial sponsors Promote and develop working relationships with Investment and Sponsor coverage banker teams to provide structuring and product support on transactions originated from the leveraged finance client base. Manage overall deal origination structuring process by preparing commitment letters, term sheets, pitch books, and cond. Develop deep understanding and expertise in structuring customized solutions which may involve esoteric asset classes such as trade receivables, unperformed customer contracts What You Bring: 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: Bachelor's Degree in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Required Qualifications: Knowledge of GTB products including export and agency finance with particular emphasis on the structured trade finance (products like SCF, lending, and LC, which are more pure corporate lending). Advanced knowledge of securitization, tranching, and structured finance transactions with particular emphasis trade receivable securitization Proven ability to identify specific high-quality assets within a corporate structure and to monetize those assets in a way that does not impede first lien credit agreements and is isolated from the bankruptcy of the seller Demonstrated ability to lead the closing of a trade finance transaction which involves negotiating terms with client and internal credit and legal teams. Demonstrated ability to work independently and leverage professional relationships internally (particularly with leveraged finance and investment banking teams) and externally. Advanced knowledge of the portfolio company lifecycle within financial sponsors. Advanced knowledge of typical levered finance products such as RCF, term loan A and B, and LBO. Advanced knowledge of private equity fund structure, objectives, and desired outcomes. Advanced knowledge of ECM and DCM product offerings. Advanced knowledge of financial analysis, risk evaluation, loan documentation. Advanced ability to form client relationships and sales/closing skills. Certifications: No Certifications listed for this job. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. Work Authorization & Sponsorship: Applicants MUST be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment. This is an in-office position What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $185,000.00 USD Maximum: $220,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide () Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next : If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs.
08/17/2026
Full time
It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The GTB Leveraged Finance Specialist serves as an SME responsible for the origination of structured solutions within the trade finance and working capital area. These involve securitizations, receivables repos, secured lending, inventory finance, prepayment finance, contract monetization, receivables finance, and other Structured Trade & Commodities Finance sub-products. As such, you will: Be directly responsible for the growth of trade and working capital solutions with Santander's leveraged finance client base, including portfolio companies of financial sponsors Promote and develop working relationships with Investment and Sponsor coverage banker teams to provide structuring and product support on transactions originated from the leveraged finance client base. Manage overall deal origination structuring process by preparing commitment letters, term sheets, pitch books, and cond. Develop deep understanding and expertise in structuring customized solutions which may involve esoteric asset classes such as trade receivables, unperformed customer contracts What You Bring: 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: Bachelor's Degree in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Required Qualifications: Knowledge of GTB products including export and agency finance with particular emphasis on the structured trade finance (products like SCF, lending, and LC, which are more pure corporate lending). Advanced knowledge of securitization, tranching, and structured finance transactions with particular emphasis trade receivable securitization Proven ability to identify specific high-quality assets within a corporate structure and to monetize those assets in a way that does not impede first lien credit agreements and is isolated from the bankruptcy of the seller Demonstrated ability to lead the closing of a trade finance transaction which involves negotiating terms with client and internal credit and legal teams. Demonstrated ability to work independently and leverage professional relationships internally (particularly with leveraged finance and investment banking teams) and externally. Advanced knowledge of the portfolio company lifecycle within financial sponsors. Advanced knowledge of typical levered finance products such as RCF, term loan A and B, and LBO. Advanced knowledge of private equity fund structure, objectives, and desired outcomes. Advanced knowledge of ECM and DCM product offerings. Advanced knowledge of financial analysis, risk evaluation, loan documentation. Advanced ability to form client relationships and sales/closing skills. Certifications: No Certifications listed for this job. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. Work Authorization & Sponsorship: Applicants MUST be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment. This is an in-office position What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $185,000.00 USD Maximum: $220,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide () Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next : If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs.
It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The GTB Leveraged Finance Specialist serves as an SME responsible for the origination of structured solutions within the trade finance and working capital area. These involve securitizations, receivables repos, secured lending, inventory finance, prepayment finance, contract monetization, receivables finance, and other Structured Trade & Commodities Finance sub-products. As such, you will: Be directly responsible for the growth of trade and working capital solutions with Santander's leveraged finance client base, including portfolio companies of financial sponsors Promote and develop working relationships with Investment and Sponsor coverage banker teams to provide structuring and product support on transactions originated from the leveraged finance client base. Manage overall deal origination structuring process by preparing commitment letters, term sheets, pitch books, and cond. Develop deep understanding and expertise in structuring customized solutions which may involve esoteric asset classes such as trade receivables, unperformed customer contracts What You Bring: 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: Bachelor's Degree in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Required Qualifications: Knowledge of GTB products including export and agency finance with particular emphasis on the structured trade finance (products like SCF, lending, and LC, which are more pure corporate lending). Advanced knowledge of securitization, tranching, and structured finance transactions with particular emphasis trade receivable securitization Proven ability to identify specific high-quality assets within a corporate structure and to monetize those assets in a way that does not impede first lien credit agreements and is isolated from the bankruptcy of the seller Demonstrated ability to lead the closing of a trade finance transaction which involves negotiating terms with client and internal credit and legal teams. Demonstrated ability to work independently and leverage professional relationships internally (particularly with leveraged finance and investment banking teams) and externally. Advanced knowledge of the portfolio company lifecycle within financial sponsors. Advanced knowledge of typical levered finance products such as RCF, term loan A and B, and LBO. Advanced knowledge of private equity fund structure, objectives, and desired outcomes. Advanced knowledge of ECM and DCM product offerings. Advanced knowledge of financial analysis, risk evaluation, loan documentation. Advanced ability to form client relationships and sales/closing skills. Certifications: No Certifications listed for this job. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. Work Authorization & Sponsorship: Applicants MUST be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment. This is an in-office position What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $185,000.00 USD Maximum: $220,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide () Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next : If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs.
08/17/2026
Full time
It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The GTB Leveraged Finance Specialist serves as an SME responsible for the origination of structured solutions within the trade finance and working capital area. These involve securitizations, receivables repos, secured lending, inventory finance, prepayment finance, contract monetization, receivables finance, and other Structured Trade & Commodities Finance sub-products. As such, you will: Be directly responsible for the growth of trade and working capital solutions with Santander's leveraged finance client base, including portfolio companies of financial sponsors Promote and develop working relationships with Investment and Sponsor coverage banker teams to provide structuring and product support on transactions originated from the leveraged finance client base. Manage overall deal origination structuring process by preparing commitment letters, term sheets, pitch books, and cond. Develop deep understanding and expertise in structuring customized solutions which may involve esoteric asset classes such as trade receivables, unperformed customer contracts What You Bring: 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: Bachelor's Degree in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Required Qualifications: Knowledge of GTB products including export and agency finance with particular emphasis on the structured trade finance (products like SCF, lending, and LC, which are more pure corporate lending). Advanced knowledge of securitization, tranching, and structured finance transactions with particular emphasis trade receivable securitization Proven ability to identify specific high-quality assets within a corporate structure and to monetize those assets in a way that does not impede first lien credit agreements and is isolated from the bankruptcy of the seller Demonstrated ability to lead the closing of a trade finance transaction which involves negotiating terms with client and internal credit and legal teams. Demonstrated ability to work independently and leverage professional relationships internally (particularly with leveraged finance and investment banking teams) and externally. Advanced knowledge of the portfolio company lifecycle within financial sponsors. Advanced knowledge of typical levered finance products such as RCF, term loan A and B, and LBO. Advanced knowledge of private equity fund structure, objectives, and desired outcomes. Advanced knowledge of ECM and DCM product offerings. Advanced knowledge of financial analysis, risk evaluation, loan documentation. Advanced ability to form client relationships and sales/closing skills. Certifications: No Certifications listed for this job. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. Work Authorization & Sponsorship: Applicants MUST be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment. This is an in-office position What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $185,000.00 USD Maximum: $220,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide () Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next : If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs.
About DataScan by Solifi: Headquartered in Alpharetta, Georgia, DataScan stands at the forefront of delivering cutting-edge wholesale asset financing and inventory risk management solutions. Our commitment lies in empowering lenders to efficiently oversee their operations and manage risk through our technologies, knowledge, and expertise. With our connected commercial ecosystem, we continue to transform the landscape of dealer commercial lending. Location: Field-Based (On the Road) Candidates must live within 30 minutes of Harrisburg, PA DataScan's Risk Management Operations team is seeking Field Risk Specialists to support our growing North American business unit by performing floorplan inventory audits at automotive, equipment, powersports and other dealerships within an assigned territory. In this role, you will be responsible for physically verifying inventory, reviewing dealer records, and identifying discrepancies related to sold, missing, damaged, and off-site units. You will work directly with dealership personnel to reconcile findings, document results, and ensure the accuracy of information captured in DataScan's mobile audit application. This position plays an important role in helping clients manage risk and maintain accurate inventory reporting. This is a field-based position that requires strong attention to detail, sound judgment, and the ability to work independently and in various weather conditions. You will regularly interact with dealership staff and client representatives, communicate audit results, and assess risk conditions. Candidates should be comfortable working in both indoor and outdoor environments and able to manage travel within their assigned territory, including occasional overnight stays. This role is well-suited for individuals who are dependable, organized, and capable of making informed decisions in a fast-paced environment. Essential Functions Verify in-stock inventory by inspecting VIN/serial numbers for each floorplanned unit, often outdoors and in varying weather conditions Meet with authorized dealership personnel to research and determine the status of missing inventory units Review and validate dealer records and supporting documentation related to sold, missing, damaged inventory and off-site collateral Verify the status and accuracy of MSOs (Manufacturer Statements of Origin) and vehicle titles Accurately record inventory status and audit findings using a mobile device audit application Document dealership visit details and audit observations Review audit results with dealership personnel in a clear and professional manner Communicate audit results, dealer conditions, and potential risk exposure to client representatives Qualifications Ability to work independently and within a team setting Strong work ethic and accountability Professional demeanor with effective communication and interpersonal skills Strong problem-solving and decision-making abilities Basic computer proficiency required Valid driver's license and safe driving record Ability to travel overnight as needed by vehicle or air travel (4 to 5 nights per month) Ability to perform physical tasks such as clearing snow or ice from VIN/serial numbers, lifting or moving inventory boxes as needed, and bending, reaching, or stooping Must be able to drive for extended periods of time depending on market assignment High school diploma or GED required; college education preferred Prior experience in floorplan auditing, financial services, automotive, customer service, field services, or a related industry is preferred but not required Compensation & Benefits At DataScan by Solifi, our associates are a key part of our success. We offer a competitive compensation and benefits package designed to support both your professional and personal well-being. Base Salary: $43,000-44,625 annually Company vehicle or monthly vehicle allowance Expense reimbursement Overnight travel reimbursement, including meal allowance Health insurance (multiple plan options available) Dental and vision insurance Health savings account (HSA) and flexible spending account (FSA) options 401(k) retirement plan with company contributions Paid time off Paid parental leave Tuition reimbursement Wellness incentives Employee assistance program Life insurance Short & Long Term Disability Referral program DataScan Alpharetta GA Facebook Careers DataScan () Homepage Solifi Learn More at: Onsite Floorplan Physical Audit Solution DataScan Compensation details: 5 Yearly Salary PI143bb2f34c29-6675
08/16/2026
Full time
About DataScan by Solifi: Headquartered in Alpharetta, Georgia, DataScan stands at the forefront of delivering cutting-edge wholesale asset financing and inventory risk management solutions. Our commitment lies in empowering lenders to efficiently oversee their operations and manage risk through our technologies, knowledge, and expertise. With our connected commercial ecosystem, we continue to transform the landscape of dealer commercial lending. Location: Field-Based (On the Road) Candidates must live within 30 minutes of Harrisburg, PA DataScan's Risk Management Operations team is seeking Field Risk Specialists to support our growing North American business unit by performing floorplan inventory audits at automotive, equipment, powersports and other dealerships within an assigned territory. In this role, you will be responsible for physically verifying inventory, reviewing dealer records, and identifying discrepancies related to sold, missing, damaged, and off-site units. You will work directly with dealership personnel to reconcile findings, document results, and ensure the accuracy of information captured in DataScan's mobile audit application. This position plays an important role in helping clients manage risk and maintain accurate inventory reporting. This is a field-based position that requires strong attention to detail, sound judgment, and the ability to work independently and in various weather conditions. You will regularly interact with dealership staff and client representatives, communicate audit results, and assess risk conditions. Candidates should be comfortable working in both indoor and outdoor environments and able to manage travel within their assigned territory, including occasional overnight stays. This role is well-suited for individuals who are dependable, organized, and capable of making informed decisions in a fast-paced environment. Essential Functions Verify in-stock inventory by inspecting VIN/serial numbers for each floorplanned unit, often outdoors and in varying weather conditions Meet with authorized dealership personnel to research and determine the status of missing inventory units Review and validate dealer records and supporting documentation related to sold, missing, damaged inventory and off-site collateral Verify the status and accuracy of MSOs (Manufacturer Statements of Origin) and vehicle titles Accurately record inventory status and audit findings using a mobile device audit application Document dealership visit details and audit observations Review audit results with dealership personnel in a clear and professional manner Communicate audit results, dealer conditions, and potential risk exposure to client representatives Qualifications Ability to work independently and within a team setting Strong work ethic and accountability Professional demeanor with effective communication and interpersonal skills Strong problem-solving and decision-making abilities Basic computer proficiency required Valid driver's license and safe driving record Ability to travel overnight as needed by vehicle or air travel (4 to 5 nights per month) Ability to perform physical tasks such as clearing snow or ice from VIN/serial numbers, lifting or moving inventory boxes as needed, and bending, reaching, or stooping Must be able to drive for extended periods of time depending on market assignment High school diploma or GED required; college education preferred Prior experience in floorplan auditing, financial services, automotive, customer service, field services, or a related industry is preferred but not required Compensation & Benefits At DataScan by Solifi, our associates are a key part of our success. We offer a competitive compensation and benefits package designed to support both your professional and personal well-being. Base Salary: $43,000-44,625 annually Company vehicle or monthly vehicle allowance Expense reimbursement Overnight travel reimbursement, including meal allowance Health insurance (multiple plan options available) Dental and vision insurance Health savings account (HSA) and flexible spending account (FSA) options 401(k) retirement plan with company contributions Paid time off Paid parental leave Tuition reimbursement Wellness incentives Employee assistance program Life insurance Short & Long Term Disability Referral program DataScan Alpharetta GA Facebook Careers DataScan () Homepage Solifi Learn More at: Onsite Floorplan Physical Audit Solution DataScan Compensation details: 5 Yearly Salary PI143bb2f34c29-6675
Contact Center Representative Contact Center Representative Bedford Service Center - Bedford, IN 47421 Apply Overview Salary Range $20.14 - $27.70 Hourly Travel Percentage Negligible Apply Description Join Our Award-Winning Team as a Contact Center Representative! Forbes has recognized Hoosier Hills Credit Union as one of Indiana's Top Three Credit Unions again in 2026, for the fourth consecutive year! Hoosier Hills Credit Union continues to grow and expand its impact across our communities, empowering brighter financial futures through extraordinary service and genuine connection. We're seeking a friendly, service-driven, and motivated Contact Center Representative to join our Retail Delivery team. If you enjoy helping others, building relationships, solving problems, and delivering exceptional service through phone and digital channels, we'd love to meet you! What We Offer: Competitive Salary: $20.14- $27.70, commensurate with experience. Comprehensive Benefits Package: Including health insurance, retirement plans, paid time off, 401k with company match and more. Impactful Work: Help empower brighter financial futures and strengthen communities through extraordinary service and genuine connection, one Member at a time. Supportive Environment: Work with a team that values your contributions and supports your professional growth. Growth Opportunities: Advance your career within a dynamic and rewarding organization. A Rewarding Career: Be part of a team that's dedicated to making a positive difference in the lives of our Members and Team Members. Professional Development: Gain valuable experience in member service and financial solutions while building a rewarding career in the credit union industry. Opportunity Overview: The Contact Center Representative ensures Hoosier Hills Credit Union members receive outstanding service through phone and digital channels. This role builds and strengthens member relationships by delivering friendly, helpful, and solution-focused service while supporting a wide range of member needs, including account servicing, product recommendations, and member based solutions. Successful candidates are passionate about helping others, committed to delivering exceptional member experiences, and motivated to identify solutions that help members achieve their financial goals. What You'll Do: Mission-Driven Service & Member Experience Uphold HHCU's mission: "To be better for our members by making a positive difference in their lives and the communities we serve." Provide exceptional service through friendly, informative, and solution-oriented communication. Take ownership of member needs and provide follow-through until resolution. Build strong relationships by understanding and anticipating member goals. Collaborate across departments to support the full range of member services. Member Support & Service Delivery Assist members with account transactions, maintenance requests, inquiries, new account applications questions, and loan applications questions. Recommend products and services that align with member needs and financial goals. Maintain professionalism and act in the best interest of the member and the Credit Union at all times. Achieve sales and service goals through proactive conversations and relationship-based cross-selling. Operational & Technical Proficiency Handle member requests via phone and written communications with accuracy and efficiency. Maintain and manage inboxes and internal routing of communication. Support consumer loan processing assisting members within established lending guidelines. Accurately process transactions while ensuring adherence to policies, procedures, and security standards. Teamwork, Collaboration & Continuous Improvement Communicate proactively with team members and supervisors regarding updates, opportunities, and challenges. Share ideas for process improvements and participate in team-driven solutions. Attend team meetings, events, and training sessions to support individual and team development. Assist with service center needs and functions, including occasional teller or member service tasks, as needed. What We're Looking For: Educational Background High school diploma or equivalent required. 1-2 years of experience in a retail, customer service, or member service environment. Experience in a contact center or phone-based service role preferred. Familiarity with lending practices and loan application processes is a plus. Knowledge, Skills, & Abilities Excellent oral and written communication skills with a friendly, professional demeanor. Strong multitasking abilities, including assisting members while navigating multiple systems and documentation requirements. Working knowledge of credit union products, services, and member engagement standards. Commitment to meeting sales and service goals in a supportive, team-focused environment. Ability to analyze information and exercise sound judgment in decision-making. Strong organizational skills with attention to detail and accuracy. Ability to learn new systems, adapt to change, and work effectively in a fast-paced environment. Work Environment This position operates in a professional office environment with standard administrative conditions, climate control, and lighting. The role requires normal mobility, dexterity, and coordination to perform typical office and phone-related tasks. Occasional lifting of up to 50 pounds may be required. Why Join Hoosier Hills Credit Union? At Hoosier Hills Credit Union, you'll be more than an employee. You'll be part of a team committed to helping members achieve financial success while making a positive impact in the communities we serve. Every interaction is an opportunity to create meaningful relationships and deliver extraordinary service. Hoosier Hills Credit Union is an Equal Employment Opportunity Employer PM19 Share job details to Compensation details: 20.14-27.7 Hourly Wage PI3d290503bfd6-0070
08/15/2026
Full time
Contact Center Representative Contact Center Representative Bedford Service Center - Bedford, IN 47421 Apply Overview Salary Range $20.14 - $27.70 Hourly Travel Percentage Negligible Apply Description Join Our Award-Winning Team as a Contact Center Representative! Forbes has recognized Hoosier Hills Credit Union as one of Indiana's Top Three Credit Unions again in 2026, for the fourth consecutive year! Hoosier Hills Credit Union continues to grow and expand its impact across our communities, empowering brighter financial futures through extraordinary service and genuine connection. We're seeking a friendly, service-driven, and motivated Contact Center Representative to join our Retail Delivery team. If you enjoy helping others, building relationships, solving problems, and delivering exceptional service through phone and digital channels, we'd love to meet you! What We Offer: Competitive Salary: $20.14- $27.70, commensurate with experience. Comprehensive Benefits Package: Including health insurance, retirement plans, paid time off, 401k with company match and more. Impactful Work: Help empower brighter financial futures and strengthen communities through extraordinary service and genuine connection, one Member at a time. Supportive Environment: Work with a team that values your contributions and supports your professional growth. Growth Opportunities: Advance your career within a dynamic and rewarding organization. A Rewarding Career: Be part of a team that's dedicated to making a positive difference in the lives of our Members and Team Members. Professional Development: Gain valuable experience in member service and financial solutions while building a rewarding career in the credit union industry. Opportunity Overview: The Contact Center Representative ensures Hoosier Hills Credit Union members receive outstanding service through phone and digital channels. This role builds and strengthens member relationships by delivering friendly, helpful, and solution-focused service while supporting a wide range of member needs, including account servicing, product recommendations, and member based solutions. Successful candidates are passionate about helping others, committed to delivering exceptional member experiences, and motivated to identify solutions that help members achieve their financial goals. What You'll Do: Mission-Driven Service & Member Experience Uphold HHCU's mission: "To be better for our members by making a positive difference in their lives and the communities we serve." Provide exceptional service through friendly, informative, and solution-oriented communication. Take ownership of member needs and provide follow-through until resolution. Build strong relationships by understanding and anticipating member goals. Collaborate across departments to support the full range of member services. Member Support & Service Delivery Assist members with account transactions, maintenance requests, inquiries, new account applications questions, and loan applications questions. Recommend products and services that align with member needs and financial goals. Maintain professionalism and act in the best interest of the member and the Credit Union at all times. Achieve sales and service goals through proactive conversations and relationship-based cross-selling. Operational & Technical Proficiency Handle member requests via phone and written communications with accuracy and efficiency. Maintain and manage inboxes and internal routing of communication. Support consumer loan processing assisting members within established lending guidelines. Accurately process transactions while ensuring adherence to policies, procedures, and security standards. Teamwork, Collaboration & Continuous Improvement Communicate proactively with team members and supervisors regarding updates, opportunities, and challenges. Share ideas for process improvements and participate in team-driven solutions. Attend team meetings, events, and training sessions to support individual and team development. Assist with service center needs and functions, including occasional teller or member service tasks, as needed. What We're Looking For: Educational Background High school diploma or equivalent required. 1-2 years of experience in a retail, customer service, or member service environment. Experience in a contact center or phone-based service role preferred. Familiarity with lending practices and loan application processes is a plus. Knowledge, Skills, & Abilities Excellent oral and written communication skills with a friendly, professional demeanor. Strong multitasking abilities, including assisting members while navigating multiple systems and documentation requirements. Working knowledge of credit union products, services, and member engagement standards. Commitment to meeting sales and service goals in a supportive, team-focused environment. Ability to analyze information and exercise sound judgment in decision-making. Strong organizational skills with attention to detail and accuracy. Ability to learn new systems, adapt to change, and work effectively in a fast-paced environment. Work Environment This position operates in a professional office environment with standard administrative conditions, climate control, and lighting. The role requires normal mobility, dexterity, and coordination to perform typical office and phone-related tasks. Occasional lifting of up to 50 pounds may be required. Why Join Hoosier Hills Credit Union? At Hoosier Hills Credit Union, you'll be more than an employee. You'll be part of a team committed to helping members achieve financial success while making a positive impact in the communities we serve. Every interaction is an opportunity to create meaningful relationships and deliver extraordinary service. Hoosier Hills Credit Union is an Equal Employment Opportunity Employer PM19 Share job details to Compensation details: 20.14-27.7 Hourly Wage PI3d290503bfd6-0070
JOB DESCRIPTION JOB TITLE: CUSTOMER EXPERIENCE REPRESENTATIVE DEPARTMENT: CUSTOMER EXPERIENCE REPORTS TO: AVP / DIR OF MARKETING AND BUSINESS DEVELOPMENT FLSA STATUS: NON-EXEMPT TYPE OF POSITION: FULL-TIME JOB SUMMARY At TrustBank, every customer interaction matters. As our Phone Reception Specialist, you will serve as the welcoming voice of the bank, helping customers, businesses, and community members connect with the people and resources they need. This highly visible role is perfect for someone who enjoys helping others, solving problems, building relationships, and creating exceptional customer experiences. As TrustBank continues to grow, you'll play an important role in supporting customers across our markets while contributing to a culture built on service, teamwork, and community commitment. This position professionally answers and routes incoming calls, assists with basic customer service requests, provides information about bank products and services, and supports a variety of administrative and customer experience functions. The role requires strong communication skills, attention to detail, professionalism, and the ability to efficiently manage multiple priorities while delivering exceptional service. DUTIES AND RESPONSIBILITIES 1. Answer and route incoming telephone calls promptly, professionally, and accurately. 2. Serve as the first point of contact for customers calling bank locations. 3. Identify caller needs and direct calls to the appropriate department or employee. 4. Provide general information regarding branch locations, hours, products, services, and bank procedures. 5. Assist customers with routine service requests including address changes, debit card questions, online and mobile banking support, and account-related inquiries as permitted. 6. Perform first-level troubleshooting for digital banking and customer access issues. 7. Document customer inquiries and follow established procedures for issue resolution and escalation. 8. Maintain and update employee directories, call routing information, and related records. 9. Support customer experience initiatives including mailings, customer communications, birthday cards, surveys, and outreach activities. 10. Perform clerical and administrative duties including scanning, filing, data entry, and document preparation. 11. Partner with branch, operations, and lending teams to ensure customer inquiries are handled effectively. 12. Identify opportunities to introduce customers to additional bank products and services. 13. Maintain confidentiality and comply with all bank policies, procedures, and regulations. 14. Participate in training, meetings, and professional development opportunities. 15. Promote TrustBank Values and Service Standards in every interaction. 16. Perform other duties as assigned. WORKING CONDITIONS The position is a full-time position working 40 hours per week. Hours may vary based on business needs. Availability to work a couple of Saturdays each month is required. Work is primarily performed in an office environment and focused on customer interactions conducted through telephone, video, digital, and electronic communication channels. The noise level is generally moderate. The position requires prolonged computer use, sitting, speaking, listening, and occasional standing, walking, and lifting up to 25 pounds. TRUSTBANK CORE VALUES Embrace and promote the TrustBank Culture and Core Values in all aspects of your duties. COMPENSATION AND BENEFITS The estimated annual salary for this position is $18 - $21/hour. The position is also eligible for an annual discretionary bonus. Pay rate may vary based on the candidate's qualifications, skills, and experience. We offer a 401(k) plan featuring a discretionary employer match in bank stock. See more about our generous employee benefits details that may be found on our bank's career page. DISCLOSURES TrustBank recognizes that people are our bank's strength, and we place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute. This job description may be subject to change and is not intended to be all-inclusive. The employee may perform other related duties to meet the ongoing needs of the organization. Updated August 13, 2026 EDUCATION AND/OR EXPERIENCE High school diploma or equivalent required. Prior customer service, receptionist, call center, banking, or administrative experience preferred. REQUIRED SKILLS AND ABILITIES Excellent verbal communication, customer service, professionalism, problem-solving, organization, multitasking, attention to detail, and the ability to remain calm and effective in a fast-paced environment. Ability to work independently and collaboratively with employees across multiple locations. TECHNICAL SKILLS Proficiency in Microsoft Office applications, Outlook, telephone systems, customer service software, core banking systems, and general office equipment. Demonstrates adaptability in using new technologies, including artificial intelligence tools, to improve service and efficiency. Compensation details: 18-21 Hourly Wage PI7a4f33b09b20-2941
08/14/2026
Full time
JOB DESCRIPTION JOB TITLE: CUSTOMER EXPERIENCE REPRESENTATIVE DEPARTMENT: CUSTOMER EXPERIENCE REPORTS TO: AVP / DIR OF MARKETING AND BUSINESS DEVELOPMENT FLSA STATUS: NON-EXEMPT TYPE OF POSITION: FULL-TIME JOB SUMMARY At TrustBank, every customer interaction matters. As our Phone Reception Specialist, you will serve as the welcoming voice of the bank, helping customers, businesses, and community members connect with the people and resources they need. This highly visible role is perfect for someone who enjoys helping others, solving problems, building relationships, and creating exceptional customer experiences. As TrustBank continues to grow, you'll play an important role in supporting customers across our markets while contributing to a culture built on service, teamwork, and community commitment. This position professionally answers and routes incoming calls, assists with basic customer service requests, provides information about bank products and services, and supports a variety of administrative and customer experience functions. The role requires strong communication skills, attention to detail, professionalism, and the ability to efficiently manage multiple priorities while delivering exceptional service. DUTIES AND RESPONSIBILITIES 1. Answer and route incoming telephone calls promptly, professionally, and accurately. 2. Serve as the first point of contact for customers calling bank locations. 3. Identify caller needs and direct calls to the appropriate department or employee. 4. Provide general information regarding branch locations, hours, products, services, and bank procedures. 5. Assist customers with routine service requests including address changes, debit card questions, online and mobile banking support, and account-related inquiries as permitted. 6. Perform first-level troubleshooting for digital banking and customer access issues. 7. Document customer inquiries and follow established procedures for issue resolution and escalation. 8. Maintain and update employee directories, call routing information, and related records. 9. Support customer experience initiatives including mailings, customer communications, birthday cards, surveys, and outreach activities. 10. Perform clerical and administrative duties including scanning, filing, data entry, and document preparation. 11. Partner with branch, operations, and lending teams to ensure customer inquiries are handled effectively. 12. Identify opportunities to introduce customers to additional bank products and services. 13. Maintain confidentiality and comply with all bank policies, procedures, and regulations. 14. Participate in training, meetings, and professional development opportunities. 15. Promote TrustBank Values and Service Standards in every interaction. 16. Perform other duties as assigned. WORKING CONDITIONS The position is a full-time position working 40 hours per week. Hours may vary based on business needs. Availability to work a couple of Saturdays each month is required. Work is primarily performed in an office environment and focused on customer interactions conducted through telephone, video, digital, and electronic communication channels. The noise level is generally moderate. The position requires prolonged computer use, sitting, speaking, listening, and occasional standing, walking, and lifting up to 25 pounds. TRUSTBANK CORE VALUES Embrace and promote the TrustBank Culture and Core Values in all aspects of your duties. COMPENSATION AND BENEFITS The estimated annual salary for this position is $18 - $21/hour. The position is also eligible for an annual discretionary bonus. Pay rate may vary based on the candidate's qualifications, skills, and experience. We offer a 401(k) plan featuring a discretionary employer match in bank stock. See more about our generous employee benefits details that may be found on our bank's career page. DISCLOSURES TrustBank recognizes that people are our bank's strength, and we place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute. This job description may be subject to change and is not intended to be all-inclusive. The employee may perform other related duties to meet the ongoing needs of the organization. Updated August 13, 2026 EDUCATION AND/OR EXPERIENCE High school diploma or equivalent required. Prior customer service, receptionist, call center, banking, or administrative experience preferred. REQUIRED SKILLS AND ABILITIES Excellent verbal communication, customer service, professionalism, problem-solving, organization, multitasking, attention to detail, and the ability to remain calm and effective in a fast-paced environment. Ability to work independently and collaboratively with employees across multiple locations. TECHNICAL SKILLS Proficiency in Microsoft Office applications, Outlook, telephone systems, customer service software, core banking systems, and general office equipment. Demonstrates adaptability in using new technologies, including artificial intelligence tools, to improve service and efficiency. Compensation details: 18-21 Hourly Wage PI7a4f33b09b20-2941
Join a Community Bank with a Purpose Since 1915, Home State Bank has been dedicated to improving the quality of life for our customers, employees, and neighbors. More than a century later, that commitment remains at the heart of everything we do. We believe strong relationships, exceptional service, and community involvement are the foundation of our success. If you're passionate about helping people, delivering outstanding customer service, and being part of a team that genuinely makes a difference, we'd love to meet you. We are currently seeking a Credit Analyst to join our Crystal Lake team. Why Home State Bank? At Home State Bank, you're more than an employee. You're a valued team member who plays an important role in helping customers achieve their financial goals while contributing to the success of a locally owned community bank. This is an excellent opportunity for a customer-focused banking professional looking to grow their career while making a meaningful impact every day. What You'll Do As a Credit Analyst, you would prepare financial statement spreads on a timely basis, for businesses and individuals, including cash flow analysis, line usage charts and financial projections as assigned by the Credit Manager to support the Commercial Lending Department. Responsibilities include: o Prepare detailed written credit analyses on all commercial loans required in accordance with the Bank's commercial loan policy. These write ups provide support for existing and new loan relationships and many times are presented to the Directors' Loan Review Committee for approval. In these analyses, the analyst is expected to propose appropriate credit risk ratings for loans and identify loan policy exceptions. o Conduct comprehensive reviews of appraisals that secure commercial real estate transactions of the Bank. These reviews are used to ensure the appraiser used sound methodology. o Perform evaluations for existing CRE Loans. o Assist the Credit Manager as necessary in tracking financial statement information, obtaining external credit reports and industry data to support the Bank's loan portfolio analysis. o Complete the underwriting process for retail loan requests. This includes review of title documentation in addition to financial analysis and appraisal review. o Participate in the Bank's development and training programs to further skills and/or promote bank services. o Interact with the loan department, borrowers and all third-party representatives (i.e. appraisers and accountants) in a professional manner. o Perform property evaluations for existing CRE loans. o Assist the Credit Manager as necessary in tracking financial statement information, obtaining external credit reports and industry data to support the Bank's loan portfolio analysis. o Participate in the Bank's development and training programs to further skills and/or promote bank services. o Interact with the loan department, borrowers, appraisers, and accountants as needed in a professional manner. Training And Experience Bachelor's Degree Preferred (Accounting or Finance or Business) or commensurate experience. Position Details Full-Time Position Monday through Friday Standard hours: 8:00 AM - 5:00 PM Onsite in Crystal Lake, IL - local candidates only no relocation provided Occasional local travel may be required Grow Your Career While Making a Difference If you're looking for a position where your work matters, your contributions are recognized, and your growth is supported, Home State Bank offers the opportunity to build a rewarding career in community banking. Comprehensive Benefits We offer competitive compensation and an outstanding benefits package beginning the first of the month following your hire date, including: Health & Wellness Medical coverage through BCBS (2 PPO options, HSA and HMO) Dental PPO through BCBS Vision coverage through BCBS EyeMed Company-paid life and AD&D insurance ($50,000) Company-paid long-term disability insurance Financial Security 401(k) eligibility after 90 days Company match of 3% after one year Time Away From Work Two weeks of paid vacation One week of Paid Leave for All Workers Eleven paid FDIC holidays One floating personal holiday Time off is pro-rated the first year Learning & Development Tuition reimbursement for courses and books up to $6,000 annually (per policy) Team Culture Employee appreciation events, including our annual Holiday Party at Boulder Ridge Country Club A collaborative and supportive workplace focused on professional growth and community involvement Award-Winning Workplace We're proud to be recognized as one of the best places to work in Illinois and McHenry County. Northwest Herald 2024 McHenry County Top Workplace Reader Choice Awards Top Workplace: Financial Institution/Service Top Workplace: Large Employer (100+ employees) Top Professional Services Top Family-Owned Business Top Business-to-Business Company Top Workplace for Giving Back to the Community Apply Today Become part of a team that values service, integrity, community, and professional growth. Apply online at , visit any Home State Bank branch, or fax your application to . Home State Bank is an Equal Opportunity Employer. We are committed to fostering a diverse and inclusive workplace where all employment decisions are based on merit, qualifications, performance, and business needs. We welcome applicants from all backgrounds and experiences. Compensation details: 21.37-32.1 Hourly Wage PIbe2485fac21c-1180
08/11/2026
Full time
Join a Community Bank with a Purpose Since 1915, Home State Bank has been dedicated to improving the quality of life for our customers, employees, and neighbors. More than a century later, that commitment remains at the heart of everything we do. We believe strong relationships, exceptional service, and community involvement are the foundation of our success. If you're passionate about helping people, delivering outstanding customer service, and being part of a team that genuinely makes a difference, we'd love to meet you. We are currently seeking a Credit Analyst to join our Crystal Lake team. Why Home State Bank? At Home State Bank, you're more than an employee. You're a valued team member who plays an important role in helping customers achieve their financial goals while contributing to the success of a locally owned community bank. This is an excellent opportunity for a customer-focused banking professional looking to grow their career while making a meaningful impact every day. What You'll Do As a Credit Analyst, you would prepare financial statement spreads on a timely basis, for businesses and individuals, including cash flow analysis, line usage charts and financial projections as assigned by the Credit Manager to support the Commercial Lending Department. Responsibilities include: o Prepare detailed written credit analyses on all commercial loans required in accordance with the Bank's commercial loan policy. These write ups provide support for existing and new loan relationships and many times are presented to the Directors' Loan Review Committee for approval. In these analyses, the analyst is expected to propose appropriate credit risk ratings for loans and identify loan policy exceptions. o Conduct comprehensive reviews of appraisals that secure commercial real estate transactions of the Bank. These reviews are used to ensure the appraiser used sound methodology. o Perform evaluations for existing CRE Loans. o Assist the Credit Manager as necessary in tracking financial statement information, obtaining external credit reports and industry data to support the Bank's loan portfolio analysis. o Complete the underwriting process for retail loan requests. This includes review of title documentation in addition to financial analysis and appraisal review. o Participate in the Bank's development and training programs to further skills and/or promote bank services. o Interact with the loan department, borrowers and all third-party representatives (i.e. appraisers and accountants) in a professional manner. o Perform property evaluations for existing CRE loans. o Assist the Credit Manager as necessary in tracking financial statement information, obtaining external credit reports and industry data to support the Bank's loan portfolio analysis. o Participate in the Bank's development and training programs to further skills and/or promote bank services. o Interact with the loan department, borrowers, appraisers, and accountants as needed in a professional manner. Training And Experience Bachelor's Degree Preferred (Accounting or Finance or Business) or commensurate experience. Position Details Full-Time Position Monday through Friday Standard hours: 8:00 AM - 5:00 PM Onsite in Crystal Lake, IL - local candidates only no relocation provided Occasional local travel may be required Grow Your Career While Making a Difference If you're looking for a position where your work matters, your contributions are recognized, and your growth is supported, Home State Bank offers the opportunity to build a rewarding career in community banking. Comprehensive Benefits We offer competitive compensation and an outstanding benefits package beginning the first of the month following your hire date, including: Health & Wellness Medical coverage through BCBS (2 PPO options, HSA and HMO) Dental PPO through BCBS Vision coverage through BCBS EyeMed Company-paid life and AD&D insurance ($50,000) Company-paid long-term disability insurance Financial Security 401(k) eligibility after 90 days Company match of 3% after one year Time Away From Work Two weeks of paid vacation One week of Paid Leave for All Workers Eleven paid FDIC holidays One floating personal holiday Time off is pro-rated the first year Learning & Development Tuition reimbursement for courses and books up to $6,000 annually (per policy) Team Culture Employee appreciation events, including our annual Holiday Party at Boulder Ridge Country Club A collaborative and supportive workplace focused on professional growth and community involvement Award-Winning Workplace We're proud to be recognized as one of the best places to work in Illinois and McHenry County. Northwest Herald 2024 McHenry County Top Workplace Reader Choice Awards Top Workplace: Financial Institution/Service Top Workplace: Large Employer (100+ employees) Top Professional Services Top Family-Owned Business Top Business-to-Business Company Top Workplace for Giving Back to the Community Apply Today Become part of a team that values service, integrity, community, and professional growth. Apply online at , visit any Home State Bank branch, or fax your application to . Home State Bank is an Equal Opportunity Employer. We are committed to fostering a diverse and inclusive workplace where all employment decisions are based on merit, qualifications, performance, and business needs. We welcome applicants from all backgrounds and experiences. Compensation details: 21.37-32.1 Hourly Wage PIbe2485fac21c-1180
About DataScan by Solifi: Headquartered in Alpharetta, Georgia, DataScan stands at the forefront of delivering cutting-edge wholesale asset financing and inventory risk management solutions. Our commitment lies in empowering lenders to efficiently oversee their operations and manage risk through our technologies, knowledge, and expertise. With our connected commercial ecosystem, we continue to transform the landscape of dealer commercial lending. Location: Field-Based (On the Road - Colorado) Candidates must live in the Denver Metro market DataScan's Risk Management Operations team is seeking Field Risk Specialists to support our growing North American business unit by performing floorplan inventory audits at automotive, equipment, powersports and other dealerships within an assigned territory. In this role, you will be responsible for physically verifying inventory, reviewing dealer records, and identifying discrepancies related to sold, missing, damaged, and off-site units. You will work directly with dealership personnel to reconcile findings, document results, and ensure the accuracy of information captured in DataScan's mobile audit application. This position plays an important role in helping clients manage risk and maintain accurate inventory reporting. This is a field-based position that requires strong attention to detail, sound judgment, and the ability to work independently and in various weather conditions. You will regularly interact with dealership staff and client representatives, communicate audit results, and assess risk conditions. Candidates should be comfortable working in both indoor and outdoor environments and able to manage travel within their assigned territory, including occasional overnight stays. This role is well-suited for individuals who are dependable, organized, and capable of making informed decisions in a fast-paced environment. Essential Functions Verify in-stock inventory by inspecting VIN/serial numbers for each floorplanned unit, often outdoors and in varying weather conditions Meet with authorized dealership personnel to research and determine the status of missing inventory units Review and validate dealer records and supporting documentation related to sold, missing, damaged inventory and off-site collateral Verify the status and accuracy of MSOs (Manufacturer Statements of Origin) and vehicle titles Accurately record inventory status and audit findings using a mobile device audit application Document dealership visit details and audit observations Review audit results with dealership personnel in a clear and professional manner Communicate audit results, dealer conditions, and potential risk exposure to client representatives Qualifications Ability to work independently and within a team setting Strong work ethic and accountability Professional demeanor with effective communication and interpersonal skills Strong problem-solving and decision-making abilities Basic computer proficiency required Valid driver's license and safe driving record Ability to travel overnight as needed by vehicle or air travel (5 to 7 nights per month) Ability to perform physical tasks such as clearing snow or ice from VIN/serial numbers, lifting or moving inventory boxes as needed, and bending, reaching, or stooping Must be able to drive for extended periods of time depending on market assignment High school diploma or GED required; college education preferred Prior experience in floorplan auditing, financial services, automotive, customer service, field services, or a related industry is preferred but not required Compensation & Benefits At DataScan by Solifi, our associates are a key part of our success. We offer a competitive compensation and benefits package designed to support both your professional and personal well-being. Base Salary: $43,000-44,625 annually Company vehicle or monthly vehicle allowance Expense reimbursement Overnight travel reimbursement, including meal allowance Health insurance (multiple plan options available) Dental and vision insurance Health savings account (HSA) and flexible spending account (FSA) options 401(k) retirement plan with company contributions Paid time off Paid parental leave Tuition reimbursement Wellness incentives Employee assistance program Life insurance Short & Long Term Disability Referral program DataScan Alpharetta GA Facebook Careers DataScan () Homepage Solifi Learn More at: Onsite Floorplan Physical Audit Solution DataScan Compensation details: 5 Yearly Salary PId81e605acf8e-6752
08/10/2026
Full time
About DataScan by Solifi: Headquartered in Alpharetta, Georgia, DataScan stands at the forefront of delivering cutting-edge wholesale asset financing and inventory risk management solutions. Our commitment lies in empowering lenders to efficiently oversee their operations and manage risk through our technologies, knowledge, and expertise. With our connected commercial ecosystem, we continue to transform the landscape of dealer commercial lending. Location: Field-Based (On the Road - Colorado) Candidates must live in the Denver Metro market DataScan's Risk Management Operations team is seeking Field Risk Specialists to support our growing North American business unit by performing floorplan inventory audits at automotive, equipment, powersports and other dealerships within an assigned territory. In this role, you will be responsible for physically verifying inventory, reviewing dealer records, and identifying discrepancies related to sold, missing, damaged, and off-site units. You will work directly with dealership personnel to reconcile findings, document results, and ensure the accuracy of information captured in DataScan's mobile audit application. This position plays an important role in helping clients manage risk and maintain accurate inventory reporting. This is a field-based position that requires strong attention to detail, sound judgment, and the ability to work independently and in various weather conditions. You will regularly interact with dealership staff and client representatives, communicate audit results, and assess risk conditions. Candidates should be comfortable working in both indoor and outdoor environments and able to manage travel within their assigned territory, including occasional overnight stays. This role is well-suited for individuals who are dependable, organized, and capable of making informed decisions in a fast-paced environment. Essential Functions Verify in-stock inventory by inspecting VIN/serial numbers for each floorplanned unit, often outdoors and in varying weather conditions Meet with authorized dealership personnel to research and determine the status of missing inventory units Review and validate dealer records and supporting documentation related to sold, missing, damaged inventory and off-site collateral Verify the status and accuracy of MSOs (Manufacturer Statements of Origin) and vehicle titles Accurately record inventory status and audit findings using a mobile device audit application Document dealership visit details and audit observations Review audit results with dealership personnel in a clear and professional manner Communicate audit results, dealer conditions, and potential risk exposure to client representatives Qualifications Ability to work independently and within a team setting Strong work ethic and accountability Professional demeanor with effective communication and interpersonal skills Strong problem-solving and decision-making abilities Basic computer proficiency required Valid driver's license and safe driving record Ability to travel overnight as needed by vehicle or air travel (5 to 7 nights per month) Ability to perform physical tasks such as clearing snow or ice from VIN/serial numbers, lifting or moving inventory boxes as needed, and bending, reaching, or stooping Must be able to drive for extended periods of time depending on market assignment High school diploma or GED required; college education preferred Prior experience in floorplan auditing, financial services, automotive, customer service, field services, or a related industry is preferred but not required Compensation & Benefits At DataScan by Solifi, our associates are a key part of our success. We offer a competitive compensation and benefits package designed to support both your professional and personal well-being. Base Salary: $43,000-44,625 annually Company vehicle or monthly vehicle allowance Expense reimbursement Overnight travel reimbursement, including meal allowance Health insurance (multiple plan options available) Dental and vision insurance Health savings account (HSA) and flexible spending account (FSA) options 401(k) retirement plan with company contributions Paid time off Paid parental leave Tuition reimbursement Wellness incentives Employee assistance program Life insurance Short & Long Term Disability Referral program DataScan Alpharetta GA Facebook Careers DataScan () Homepage Solifi Learn More at: Onsite Floorplan Physical Audit Solution DataScan Compensation details: 5 Yearly Salary PId81e605acf8e-6752
